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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 | $13,020 | $162,136-92.0% | $152,301-91.5% | $154,746-91.6% |
| Participation rate | 76.5% | 84.1%-7.6pp | 82.4%-6.0pp | 80.7%-4.2pp |
| Annual return | 20.19% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $747 | $4,890-84.7% | $4,624-83.8% | $4,379-82.9% |
| Participant deferral / active EE | $4,066 | $8,341-51.3% | $8,004-49.2% | $6,730-39.6% |
| Admin fee / account holder | $1,813 | $15,759-88.5% | $14,398-87.4% | $14,365-87.4% |