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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 | $15,925 | $175,257-90.9% | $149,717-89.4% | $139,456-88.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 23.50% | 166.70%-143.2pp | 134.41%-110.9pp | 373.45%-350.0pp |
| Employer contribution / active EE | $852 | $5,477-84.4% | $4,820-82.3% | $4,753-82.1% |
| Participant deferral / active EE | $5,322 | $6,521-18.4% | $5,682-6.3% | $6,711-20.7% |
| Admin fee / account holder | $311 | $16,156-98.1% | $13,213-97.6% | $11,407-97.3% |