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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 | $22,921 | $184,000-87.5% | $162,185-85.9% | $152,909-85.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.5%+8.5pp |
| Annual return | 26.43% | 150.80%-124.4pp | 115.61%-89.2pp | 345.46%-319.0pp |
| Employer contribution / active EE | $1,180 | $6,370-81.5% | $5,613-79.0% | $4,764-75.2% |
| Participant deferral / active EE | $3,452 | $8,033-57.0% | $7,297-52.7% | $5,851-41.0% |
| Admin fee / account holder | $506 | $13,124-96.1% | $10,844-95.3% | $11,601-95.6% |