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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 | $28,978 | $209,422-86.2% | $178,503-83.8% | $158,982-81.8% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 11.65% | 188.81%-177.2pp | 151.12%-139.5pp | 302.99%-291.3pp |
| Employer contribution / active EE | $577 | $5,707-89.9% | $5,011-88.5% | $4,763-87.9% |
| Participant deferral / active EE | $5,061 | $5,955-15.0% | $5,202-2.7% | $5,983-15.4% |
| Admin fee / account holder | $4,853 | $17,079-71.6% | $13,987-65.3% | $11,252-56.9% |