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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 | $19,522 | $176,105-88.9% | $159,474-87.8% | $167,536-88.3% |
| Participation rate | 76.9% | 85.0%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 12.34% | 331.91%-319.6pp | 263.68%-251.3pp | 478.82%-466.5pp |
| Employer contribution / active EE | $823 | $5,299-84.5% | $4,831-83.0% | $4,839-83.0% |
| Participant deferral / active EE | $4,993 | $7,751-35.6% | $7,353-32.1% | $6,342-21.3% |
| Admin fee / account holder | $12,697 | $12,559+1.1% | $10,802+17.5% | $12,315+3.1% |