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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 | $22,834 | $275,752-91.7% | $256,809-91.1% | $198,609-88.5% |
| Participation rate | 72.7% | 89.2%-16.4pp | 88.5%-15.8pp | 82.4%-9.7pp |
| Annual return | 25.63% | 34.81%-9.2pp | 32.73%-7.1pp | 202.70%-177.1pp |
| Employer contribution / active EE | $1,436 | $7,721-81.4% | $7,263-80.2% | $5,055-71.6% |
| Participant deferral / active EE | $4,285 | $10,037-57.3% | $9,520-55.0% | $6,977-38.6% |
| Admin fee / account holder | $1,602 | $25,716-93.8% | $25,146-93.6% | $19,030-91.6% |