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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 | $23,302 | $198,457-88.3% | $170,435-86.3% | $147,586-84.2% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 14.59% | 257.30%-242.7pp | 205.94%-191.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,011 | $6,183-83.6% | $5,432-81.4% | $4,876-79.3% |
| Participant deferral / active EE | $2,085 | $5,629-63.0% | $4,939-57.8% | $5,439-61.7% |
| Admin fee / account holder | $1,583 | $16,852-90.6% | $13,881-88.6% | $10,886-85.5% |