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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 | $20,723 | $217,432-90.5% | $185,849-88.8% | $167,536-87.6% |
| Participation rate | 73.9% | 86.1%-12.1pp | 81.7%-7.8pp | 82.1%-8.2pp |
| Annual return | 16.08% | 148.42%-132.3pp | 122.10%-106.0pp | 478.82%-462.7pp |
| Employer contribution / active EE | $937 | $5,875-84.1% | $5,169-81.9% | $4,839-80.6% |
| Participant deferral / active EE | $2,335 | $6,357-63.3% | $5,569-58.1% | $6,342-63.2% |
| Admin fee / account holder | $2,285 | $19,818-88.5% | $16,244-85.9% | $12,315-81.4% |