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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 | $223,823-92.7% | $211,142-92.2% | $154,746-89.4% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 16.69% | 50.39%-33.7pp | 46.84%-30.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,311 | $6,787-80.7% | $6,442-79.6% | $4,379-70.1% |
| Participant deferral / active EE | $3,789 | $9,750-61.1% | $9,284-59.2% | $6,730-43.7% |
| Admin fee / account holder | $2,469 | $19,707-87.5% | $19,076-87.1% | $14,365-82.8% |