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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 | $21,582 | $171,492-87.4% | $150,734-85.7% | $198,609-89.1% |
| Participation rate | 81.8% | 81.4%+0.4pp | 78.4%+3.4pp | 82.4%-0.6pp |
| Annual return | 19.83% | 804.70%-784.9pp | 600.81%-581.0pp | 202.70%-182.9pp |
| Employer contribution / active EE | $419 | $5,470-92.3% | $4,918-91.5% | $5,055-91.7% |
| Participant deferral / active EE | $2,902 | $6,259-53.6% | $5,610-48.3% | $6,977-58.4% |
| Admin fee / account holder | $1,185 | $17,628-93.3% | $14,905-92.1% | $19,030-93.8% |