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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 | $20,276 | $275,752-92.6% | $256,809-92.1% | $198,609-89.8% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | 15.80% | 34.81%-19.0pp | 32.73%-16.9pp | 202.70%-186.9pp |
| Employer contribution / active EE | $706 | $7,721-90.9% | $7,263-90.3% | $5,055-86.0% |
| Participant deferral / active EE | $5,091 | $10,037-49.3% | $9,520-46.5% | $6,977-27.0% |
| Admin fee / account holder | $722 | $25,716-97.2% | $25,146-97.1% | $19,030-96.2% |