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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 | $23,994 | $198,457-87.9% | $170,435-85.9% | $147,586-83.7% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 15.20% | 257.30%-242.1pp | 205.94%-190.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,174 | $6,183-81.0% | $5,432-78.4% | $4,876-75.9% |
| Participant deferral / active EE | $4,174 | $5,629-25.8% | $4,939-15.5% | $5,439-23.2% |
| Admin fee / account holder | $3,220 | $16,852-80.9% | $13,881-76.8% | $10,886-70.4% |