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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 | $21,453 | $178,174-88.0% | $156,181-86.3% | $137,256-84.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 16.02% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $82 | $4,972-98.4% | $4,294-98.1% | $4,156-98.0% |
| Participant deferral / active EE | $2,607 | $6,888-62.2% | $6,132-57.5% | $6,407-59.3% |
| Admin fee / account holder | $2,628 | $17,404-84.9% | $14,586-82.0% | $12,270-78.6% |