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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 | $16,032 | $196,972-91.9% | $182,262-91.2% | $198,609-91.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.37% | 158.27%-139.9pp | 140.60%-122.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,132 | $5,364-78.9% | $5,046-77.6% | $5,055-77.6% |
| Participant deferral / active EE | $4,765 | $8,643-44.9% | $8,276-42.4% | $6,977-31.7% |
| Admin fee / account holder | $2,598 | $18,429-85.9% | $16,712-84.5% | $19,030-86.3% |