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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 | $16,092 | $227,399-92.9% | $189,758-91.5% | $198,609-91.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 13.76% | 61.03%-47.3pp | 52.62%-38.9pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,052 | $5,526-81.0% | $4,767-77.9% | $5,055-79.2% |
| Participant deferral / active EE | $4,302 | $6,837-37.1% | $5,856-26.5% | $6,977-38.3% |
| Admin fee / account holder | $1,226 | $25,162-95.1% | $20,388-94.0% | $19,030-93.6% |