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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 | $17,811 | $176,838-89.9% | $146,685-87.9% | $167,518-89.4% |
| Participation rate | 91.7% | 83.6%+8.0pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 21.06% | 24.04%-3.0pp | 22.75%-1.7pp | 478.71%-457.6pp |
| Employer contribution / active EE | $854 | $5,161-83.5% | $4,137-79.4% | $4,838-82.3% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $773 | $13,262-94.2% | $10,281-92.5% | $12,312-93.7% |