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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 | $13,859 | $183,978-92.5% | $162,171-91.5% | $152,885-90.9% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.5%-0.6pp |
| Annual return | 16.79% | 150.78%-134.0pp | 115.60%-98.8pp | 345.39%-328.6pp |
| Employer contribution / active EE | $1,249 | $6,370-80.4% | $5,613-77.7% | $4,763-73.8% |
| Participant deferral / active EE | $3,346 | $8,033-58.3% | $7,297-54.1% | $5,851-42.8% |
| Admin fee / account holder | $4,788 | $13,122-63.5% | $10,843-55.8% | $11,598-58.7% |