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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 | $17,548 | $196,972-91.1% | $182,262-90.4% | $198,609-91.2% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 44.31% | 158.27%-114.0pp | 140.60%-96.3pp | 202.70%-158.4pp |
| Employer contribution / active EE | $524 | $5,364-90.2% | $5,046-89.6% | $5,055-89.6% |
| Participant deferral / active EE | $12,568 | $8,643+45.4% | $8,276+51.9% | $6,977+80.1% |
| Admin fee / account holder | $2,163 | $18,429-88.3% | $16,712-87.1% | $19,030-88.6% |