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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 | $15,115 | $175,257-91.4% | $149,717-89.9% | $139,456-89.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 27.17% | 166.70%-139.5pp | 134.41%-107.2pp | 373.45%-346.3pp |
| Employer contribution / active EE | $1,049 | $5,477-80.9% | $4,820-78.2% | $4,753-77.9% |
| Participant deferral / active EE | $2,094 | $6,521-67.9% | $5,682-63.1% | $6,711-68.8% |
| Admin fee / account holder | $849 | $16,156-94.7% | $13,213-93.6% | $11,407-92.6% |