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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 | $23,187 | $217,432-89.3% | $185,849-87.5% | $167,536-86.2% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 14.42% | 148.42%-134.0pp | 122.10%-107.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,041 | $5,875-82.3% | $5,169-79.9% | $4,839-78.5% |
| Participant deferral / active EE | $3,639 | $6,357-42.8% | $5,569-34.6% | $6,342-42.6% |
| Admin fee / account holder | $2,536 | $19,818-87.2% | $16,244-84.4% | $12,315-79.4% |