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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 | $217,427-90.5% | $185,837-88.8% | $167,518-87.6% |
| Participation rate | 73.9% | 86.0%-12.1pp | 81.7%-7.8pp | 82.1%-8.2pp |
| Annual return | 16.08% | 148.39%-132.3pp | 122.08%-106.0pp | 478.71%-462.6pp |
| Employer contribution / active EE | $937 | $5,874-84.1% | $5,168-81.9% | $4,838-80.6% |
| Participant deferral / active EE | $2,335 | $6,357-63.3% | $5,568-58.1% | $6,342-63.2% |
| Admin fee / account holder | $2,285 | $19,816-88.5% | $16,241-85.9% | $12,312-81.4% |