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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 | $15,042 | $227,399-93.4% | $189,758-92.1% | $198,609-92.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 21.97% | 61.03%-39.1pp | 52.62%-30.7pp | 202.70%-180.7pp |
| Employer contribution / active EE | $1,053 | $5,526-80.9% | $4,767-77.9% | $5,055-79.2% |
| Participant deferral / active EE | $4,480 | $6,837-34.5% | $5,856-23.5% | $6,977-35.8% |
| Admin fee / account holder | $1,982 | $25,162-92.1% | $20,388-90.3% | $19,030-89.6% |