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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 | $12,580 | $171,492-92.7% | $150,734-91.7% | $198,609-93.7% |
| Participation rate | 81.3% | 81.4%-0.2pp | 78.4%+2.8pp | 82.4%-1.1pp |
| Annual return | 22.76% | 804.70%-781.9pp | 600.81%-578.0pp | 202.70%-179.9pp |
| Employer contribution / active EE | $1,140 | $5,470-79.2% | $4,918-76.8% | $5,055-77.4% |
| Participant deferral / active EE | $2,683 | $6,259-57.1% | $5,610-52.2% | $6,977-61.5% |
| Admin fee / account holder | $857 | $17,628-95.1% | $14,905-94.3% | $19,030-95.5% |