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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 | $23,681 | $197,637-88.0% | $177,848-86.7% | $158,982-85.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 89.98% | 58.77%+31.2pp | 48.33%+41.6pp | 302.99%-213.0pp |
| Employer contribution / active EE | $935 | $6,698-86.0% | $5,919-84.2% | $4,763-80.4% |
| Participant deferral / active EE | $5,906 | $8,405-29.7% | $7,714-23.4% | $5,983-1.3% |
| Admin fee / account holder | $1,472 | $15,406-90.4% | $12,431-88.2% | $11,252-86.9% |