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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 | $15,007 | $209,336-92.8% | $197,124-92.4% | $137,256-89.1% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 19.13% | 48.09%-29.0pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $895 | $6,591-86.4% | $6,227-85.6% | $4,156-78.5% |
| Participant deferral / active EE | $4,004 | $9,614-58.3% | $9,135-56.2% | $6,407-37.5% |
| Admin fee / account holder | $600 | $17,308-96.5% | $16,298-96.3% | $12,270-95.1% |