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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 | $19,805 | $176,105-88.8% | $159,474-87.6% | $167,536-88.2% |
| Participation rate | 95.5% | 85.0%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 134.41% | 331.91%-197.5pp | 263.68%-129.3pp | 478.82%-344.4pp |
| Employer contribution / active EE | $852 | $5,299-83.9% | $4,831-82.4% | $4,839-82.4% |
| Participant deferral / active EE | $3,951 | $7,751-49.0% | $7,353-46.3% | $6,342-37.7% |
| Admin fee / account holder | $2,086 | $12,559-83.4% | $10,802-80.7% | $12,315-83.1% |