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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 | $30,398 | $171,492-82.3% | $150,734-79.8% | $198,609-84.7% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 18.78% | 804.70%-785.9pp | 600.81%-582.0pp | 202.70%-183.9pp |
| Employer contribution / active EE | $1,169 | $5,470-78.6% | $4,918-76.2% | $5,055-76.9% |
| Participant deferral / active EE | $2,612 | $6,259-58.3% | $5,610-53.4% | $6,977-62.6% |
| Admin fee / account holder | $636 | $17,628-96.4% | $14,905-95.7% | $19,030-96.7% |