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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 | $18,252 | $198,457-90.8% | $170,435-89.3% | $147,586-87.6% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 47.98% | 257.30%-209.3pp | 205.94%-158.0pp | 578.59%-530.6pp |
| Employer contribution / active EE | $1,188 | $6,183-80.8% | $5,432-78.1% | $4,876-75.6% |
| Participant deferral / active EE | $3,368 | $5,629-40.2% | $4,939-31.8% | $5,439-38.1% |
| Admin fee / account holder | $1,135 | $16,852-93.3% | $13,881-91.8% | $10,886-89.6% |