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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 | $19,021 | $201,370-90.6% | $184,256-89.7% | $145,897-87.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 23.59% | 29.05%-5.5pp | 28.85%-5.3pp | 552.29%-528.7pp |
| Employer contribution / active EE | $1,324 | $7,024-81.1% | $6,427-79.4% | $4,663-71.6% |
| Participant deferral / active EE | $4,218 | $9,808-57.0% | $9,133-53.8% | $6,689-36.9% |
| Admin fee / account holder | $1,172 | $16,364-92.8% | $13,899-91.6% | $13,390-91.2% |