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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 | $24,417 | $275,752-91.1% | $256,809-90.5% | $198,609-87.7% |
| Participation rate | 82.6% | 89.2%-6.6pp | 88.5%-5.9pp | 82.4%+0.2pp |
| Annual return | 17.54% | 34.81%-17.3pp | 32.73%-15.2pp | 202.70%-185.2pp |
| Employer contribution / active EE | $1,570 | $7,721-79.7% | $7,263-78.4% | $5,055-69.0% |
| Participant deferral / active EE | $6,025 | $10,037-40.0% | $9,520-36.7% | $6,977-13.6% |
| Admin fee / account holder | $750 | $25,716-97.1% | $25,146-97.0% | $19,030-96.1% |