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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 | $25,169 | $185,883-86.5% | $170,043-85.2% | $139,466-82.0% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 22.46% | 60.54%-38.1pp | 53.40%-30.9pp | 373.66%-351.2pp |
| Employer contribution / active EE | $957 | $7,596-87.4% | $6,790-85.9% | $4,754-79.9% |
| Participant deferral / active EE | $4,006 | $11,626-65.5% | $10,410-61.5% | $6,712-40.3% |
| Admin fee / account holder | $1,337 | $15,393-91.3% | $12,824-89.6% | $11,409-88.3% |