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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 | $22,246 | $232,540-90.4% | $185,117-88.0% | $147,586-84.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 19.14% | 43.03%-23.9pp | 40.50%-21.4pp | 578.59%-559.5pp |
| Employer contribution / active EE | $163 | $5,195-96.9% | $4,182-96.1% | $4,876-96.7% |
| Participant deferral / active EE | $1,627 | $5,834-72.1% | $5,045-67.8% | $5,439-70.1% |
| Admin fee / account holder | $9,926 | $10,275-3.4% | $8,159+21.7% | $10,886-8.8% |