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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 | $25,591 | $198,462-87.1% | $170,439-85.0% | $147,585-82.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 14.06% | 257.30%-243.2pp | 205.94%-191.9pp | 578.58%-564.5pp |
| Employer contribution / active EE | $537 | $6,184-91.3% | $5,433-90.1% | $4,876-89.0% |
| Participant deferral / active EE | $1,988 | $5,629-64.7% | $4,939-59.8% | $5,439-63.5% |
| Admin fee / account holder | $1,221 | $16,852-92.8% | $13,881-91.2% | $10,886-88.8% |