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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 | $16,446 | $212,386-92.3% | $199,883-91.8% | $138,895-88.2% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 16.69% | 47.75%-31.1pp | 43.81%-27.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,311 | $6,625-80.2% | $6,261-79.1% | $4,194-68.7% |
| Participant deferral / active EE | $3,789 | $9,617-60.6% | $9,138-58.5% | $6,396-40.8% |
| Admin fee / account holder | $2,469 | $18,233-86.5% | $17,268-85.7% | $12,562-80.3% |