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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 | $26,313 | $227,291-88.4% | $214,702-87.7% | $155,188-83.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.41% | 60.08%-47.7pp | 54.55%-42.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $1,218 | $6,772-82.0% | $6,461-81.1% | $4,248-71.3% |
| Participant deferral / active EE | $4,646 | $9,582-51.5% | $9,147-49.2% | $6,531-28.9% |
| Admin fee / account holder | $4,807 | $20,413-76.5% | $19,830-75.8% | $14,480-66.8% |