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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 | $24,677 | $168,636-85.4% | $147,618-83.3% | $125,388-80.3% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 1.22% | 77.65%-76.4pp | 61.98%-60.8pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,038 | $6,252-83.4% | $5,565-81.3% | $4,866-78.7% |
| Participant deferral / active EE | $1,860 | $5,507-66.2% | $4,895-62.0% | $5,352-65.2% |
| Admin fee / account holder | $40,996 | $13,580+201.9% | $11,612+253.1% | $9,541+329.7% |