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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 | $13,288 | $183,516-92.8% | $155,534-91.5% | $145,884-90.9% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 29.24% | 61.43%-32.2pp | 64.92%-35.7pp | 551.85%-522.6pp |
| Employer contribution / active EE | $995 | $5,315-81.3% | $4,675-78.7% | $4,662-78.7% |
| Participant deferral / active EE | $2,333 | $6,467-63.9% | $5,630-58.6% | $6,690-65.1% |
| Admin fee / account holder | $1,464 | $19,293-92.4% | $15,900-90.8% | $13,392-89.1% |