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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 | $16,392 | $223,823-92.7% | $211,142-92.2% | $154,746-89.4% |
| Participation rate | 92.9% | 87.9%+5.0pp | 87.3%+5.6pp | 80.7%+12.2pp |
| Annual return | 19.95% | 50.39%-30.4pp | 46.84%-26.9pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,278 | $6,787-81.2% | $6,442-80.2% | $4,379-70.8% |
| Participant deferral / active EE | $4,282 | $9,750-56.1% | $9,284-53.9% | $6,730-36.4% |
| Admin fee / account holder | $336 | $19,707-98.3% | $19,076-98.2% | $14,365-97.7% |