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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 | $17,679 | $157,829-88.8% | $136,867-87.1% | $198,609-91.1% |
| Participation rate | 93.8% | 77.2%+16.6pp | 74.5%+19.2pp | 82.4%+11.4pp |
| Annual return | 20.92% | 51.25%-30.3pp | 42.97%-22.1pp | 202.70%-181.8pp |
| Employer contribution / active EE | $456 | $3,923-88.4% | $3,547-87.1% | $5,055-91.0% |
| Participant deferral / active EE | $3,721 | $5,463-31.9% | $4,924-24.4% | $6,977-46.7% |
| Admin fee / account holder | $314 | $11,107-97.2% | $10,340-97.0% | $19,030-98.4% |