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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 | $20,662 | $157,304-86.9% | $141,197-85.4% | $152,909-86.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.27% | 64.34%-42.1pp | 71.41%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $585 | $5,263-88.9% | $4,736-87.6% | $4,764-87.7% |
| Participant deferral / active EE | $4,954 | $7,111-30.3% | $6,710-26.2% | $5,851-15.3% |
| Admin fee / account holder | $1,016 | $12,126-91.6% | $10,265-90.1% | $11,601-91.2% |