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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 | $19,139 | $196,972-90.3% | $182,262-89.5% | $198,609-90.4% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 17.26% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $246 | $5,364-95.4% | $5,046-95.1% | $5,055-95.1% |
| Participant deferral / active EE | $5,015 | $8,643-42.0% | $8,276-39.4% | $6,977-28.1% |
| Admin fee / account holder | $1,845 | $18,429-90.0% | $16,712-89.0% | $19,030-90.3% |