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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 | $18,731 | $176,105-89.4% | $159,474-88.3% | $167,536-88.8% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 15.61% | 331.91%-316.3pp | 263.68%-248.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $714 | $5,299-86.5% | $4,831-85.2% | $4,839-85.2% |
| Participant deferral / active EE | $5,833 | $7,751-24.7% | $7,353-20.7% | $6,342-8.0% |
| Admin fee / account holder | $1,932 | $12,559-84.6% | $10,802-82.1% | $12,315-84.3% |