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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 | $20,265 | $201,344-89.9% | $184,243-89.0% | $145,877-86.1% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 13.43% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,304 | $7,022-81.4% | $6,427-79.7% | $4,663-72.0% |
| Participant deferral / active EE | $4,007 | $9,807-59.1% | $9,132-56.1% | $6,691-40.1% |
| Admin fee / account holder | $421 | $16,382-97.4% | $13,914-97.0% | $13,402-96.9% |