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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 | $20,431 | $201,372-89.9% | $184,260-88.9% | $145,884-86.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.69% | 29.04%-14.3pp | 28.84%-14.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $856 | $7,024-87.8% | $6,427-86.7% | $4,662-81.6% |
| Participant deferral / active EE | $4,122 | $9,808-58.0% | $9,133-54.9% | $6,690-38.4% |
| Admin fee / account holder | $2,371 | $16,362-85.5% | $13,898-82.9% | $13,392-82.3% |