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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 | $16,611 | $162,136-89.8% | $152,301-89.1% | $154,746-89.3% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 16.70% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $361 | $4,890-92.6% | $4,624-92.2% | $4,379-91.8% |
| Participant deferral / active EE | $3,391 | $8,341-59.3% | $8,004-57.6% | $6,730-49.6% |
| Admin fee / account holder | $660 | $15,759-95.8% | $14,398-95.4% | $14,365-95.4% |