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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,683 | $198,457-84.0% | $170,435-81.4% | $147,586-78.5% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 11.15% | 257.30%-246.2pp | 205.94%-194.8pp | 578.59%-567.4pp |
| Employer contribution / active EE | $1,237 | $6,183-80.0% | $5,432-77.2% | $4,876-74.6% |
| Participant deferral / active EE | $3,286 | $5,629-41.6% | $4,939-33.5% | $5,439-39.6% |
| Admin fee / account holder | $14,052 | $16,852-16.6% | $13,881+1.2% | $10,886+29.1% |