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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 | $24,720 | $223,823-89.0% | $211,142-88.3% | $154,746-84.0% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 17.56% | 50.39%-32.8pp | 46.84%-29.3pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,343 | $6,787-80.2% | $6,442-79.2% | $4,379-69.3% |
| Participant deferral / active EE | $5,211 | $9,750-46.6% | $9,284-43.9% | $6,730-22.6% |
| Admin fee / account holder | $466 | $19,707-97.6% | $19,076-97.6% | $14,365-96.8% |