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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 | $16,760 | $175,259-90.4% | $149,723-88.8% | $139,487-88.0% |
| Participation rate | 85.0% | 83.4%+1.6pp | 78.8%+6.2pp | 80.3%+4.7pp |
| Annual return | 22.88% | 166.82%-143.9pp | 134.50%-111.6pp | 373.84%-351.0pp |
| Employer contribution / active EE | $260 | $5,478-95.3% | $4,821-94.6% | $4,755-94.5% |
| Participant deferral / active EE | $5,193 | $6,522-20.4% | $5,682-8.6% | $6,713-22.6% |
| Admin fee / account holder | $1,196 | $16,158-92.6% | $13,215-90.9% | $11,407-89.5% |