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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 | $31,925 | $171,867-81.4% | $149,716-78.7% | $147,585-78.4% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 22.02% | 2113.36%-2091.3pp | 1501.67%-1479.6pp | 578.58%-556.6pp |
| Employer contribution / active EE | $941 | $6,275-85.0% | $5,444-82.7% | $4,876-80.7% |
| Participant deferral / active EE | $5,896 | $7,270-18.9% | $6,568-10.2% | $5,439+8.4% |
| Admin fee / account holder | $1,621 | $13,799-88.3% | $11,282-85.6% | $10,886-85.1% |