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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 | $30,309 | $183,988-83.5% | $162,177-81.3% | $152,897-80.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 23.37% | 150.79%-127.4pp | 115.60%-92.2pp | 345.43%-322.1pp |
| Employer contribution / active EE | $235 | $6,370-96.3% | $5,613-95.8% | $4,764-95.1% |
| Participant deferral / active EE | $8,498 | $8,032+5.8% | $7,297+16.5% | $5,851+45.2% |
| Admin fee / account holder | $18,304 | $13,123+39.5% | $10,843+68.8% | $11,599+57.8% |