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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 | $21,225 | $198,457-89.3% | $170,435-87.5% | $147,586-85.6% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 30.08% | 257.30%-227.2pp | 205.94%-175.9pp | 578.59%-548.5pp |
| Employer contribution / active EE | $1,020 | $6,183-83.5% | $5,432-81.2% | $4,876-79.1% |
| Participant deferral / active EE | $3,438 | $5,629-38.9% | $4,939-30.4% | $5,439-36.8% |
| Admin fee / account holder | $2,422 | $16,852-85.6% | $13,881-82.6% | $10,886-77.8% |