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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 | $17,233 | $125,193-86.2% | $105,591-83.7% | $145,978-88.2% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 18.57% | 225.53%-207.0pp | 116.43%-97.9pp | 550.52%-532.0pp |
| Employer contribution / active EE | $682 | $3,718-81.6% | $3,166-78.4% | $4,662-85.4% |
| Participant deferral / active EE | $4,442 | $5,708-22.2% | $5,008-11.3% | $6,690-33.6% |
| Admin fee / account holder | $376 | $17,277-97.8% | $11,024-96.6% | $13,400-97.2% |