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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 | $201,264-89.8% | $184,185-88.9% | $145,978-86.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.69% | 29.00%-14.3pp | 28.81%-14.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $856 | $7,021-87.8% | $6,426-86.7% | $4,662-81.6% |
| Participant deferral / active EE | $4,122 | $9,806-58.0% | $9,132-54.9% | $6,690-38.4% |
| Admin fee / account holder | $2,371 | $16,376-85.5% | $13,909-83.0% | $13,400-82.3% |