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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 | $15,094 | $183,539-91.8% | $155,556-90.3% | $145,897-89.7% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 21.75% | 61.31%-39.6pp | 64.84%-43.1pp | 552.29%-530.5pp |
| Employer contribution / active EE | $749 | $5,315-85.9% | $4,675-84.0% | $4,663-83.9% |
| Participant deferral / active EE | $3,514 | $6,467-45.7% | $5,631-37.6% | $6,689-47.5% |
| Admin fee / account holder | $330 | $19,275-98.3% | $15,885-97.9% | $13,390-97.5% |