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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 | $32,032 | $196,972-83.7% | $182,262-82.4% | $198,609-83.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.61% | 158.27%-137.7pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $1,334 | $5,364-75.1% | $5,046-73.6% | $5,055-73.6% |
| Participant deferral / active EE | $9,092 | $8,643+5.2% | $8,276+9.9% | $6,977+30.3% |
| Admin fee / account holder | $2,112 | $18,429-88.5% | $16,712-87.4% | $19,030-88.9% |