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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 | $19,608 | $209,425-90.6% | $178,499-89.0% | $158,966-87.7% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 14.19% | 188.80%-174.6pp | 151.10%-136.9pp | 302.95%-288.8pp |
| Employer contribution / active EE | $496 | $5,707-91.3% | $5,011-90.1% | $4,762-89.6% |
| Participant deferral / active EE | $3,762 | $5,955-36.8% | $5,202-27.7% | $5,983-37.1% |
| Admin fee / account holder | $1,471 | $17,078-91.4% | $13,986-89.5% | $11,250-86.9% |