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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 | $196,972-93.4% | $182,262-92.9% | $198,609-93.4% |
| Participation rate | 76.5% | 85.7%-9.2pp | 84.2%-7.7pp | 82.4%-5.9pp |
| Annual return | 20.19% | 158.27%-138.1pp | 140.60%-120.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $747 | $5,364-86.1% | $5,046-85.2% | $5,055-85.2% |
| Participant deferral / active EE | $4,066 | $8,643-53.0% | $8,276-50.9% | $6,977-41.7% |
| Admin fee / account holder | $1,813 | $18,429-90.2% | $16,712-89.1% | $19,030-90.5% |