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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 | $16,677 | $171,492-90.3% | $150,734-88.9% | $198,609-91.6% |
| Participation rate | 90.5% | 81.4%+9.1pp | 78.4%+12.0pp | 82.4%+8.1pp |
| Annual return | 16.41% | 804.70%-788.3pp | 600.81%-584.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,227 | $5,470-77.6% | $4,918-75.0% | $5,055-75.7% |
| Participant deferral / active EE | $4,240 | $6,259-32.3% | $5,610-24.4% | $6,977-39.2% |
| Admin fee / account holder | $2,986 | $17,628-83.1% | $14,905-80.0% | $19,030-84.3% |