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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 | $17,231 | $162,136-89.4% | $152,301-88.7% | $154,746-88.9% |
| Participation rate | 76.9% | 84.1%-7.2pp | 82.4%-5.5pp | 80.7%-3.8pp |
| Annual return | 13.62% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $747 | $4,890-84.7% | $4,624-83.8% | $4,379-82.9% |
| Participant deferral / active EE | $2,899 | $8,341-65.2% | $8,004-63.8% | $6,730-56.9% |
| Admin fee / account holder | $4,160 | $15,759-73.6% | $14,398-71.1% | $14,365-71.0% |