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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 | $209,336-92.2% | $197,124-91.7% | $137,256-88.1% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 19.95% | 48.09%-28.1pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,278 | $6,591-80.6% | $6,227-79.5% | $4,156-69.3% |
| Participant deferral / active EE | $4,282 | $9,614-55.5% | $9,135-53.1% | $6,407-33.2% |
| Admin fee / account holder | $336 | $17,308-98.1% | $16,298-97.9% | $12,270-97.3% |