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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 | $20,180 | $135,956-85.2% | $123,894-83.7% | $273,972-92.6% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 5.73% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $653 | $5,170-87.4% | $4,617-85.9% | $4,869-86.6% |
| Participant deferral / active EE | $5,816 | $6,343-8.3% | $5,984-2.8% | $5,287+10.0% |
| Admin fee / account holder | $14,957 | $9,817+52.3% | $8,357+79.0% | $10,133+47.6% |