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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 | $18,208 | $209,428-91.3% | $178,498-89.8% | $158,950-88.5% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 27.95% | 188.78%-160.8pp | 151.09%-123.1pp | 302.91%-275.0pp |
| Employer contribution / active EE | $827 | $5,707-85.5% | $5,011-83.5% | $4,762-82.6% |
| Participant deferral / active EE | $3,519 | $5,955-40.9% | $5,202-32.3% | $5,983-41.2% |
| Admin fee / account holder | $926 | $17,077-94.6% | $13,985-93.4% | $11,248-91.8% |