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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 | $16,405 | $148,623-89.0% | $135,974-87.9% | $139,466-88.2% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 14.93% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $725 | $5,246-86.2% | $4,859-85.1% | $4,754-84.8% |
| Participant deferral / active EE | $4,335 | $8,103-46.5% | $7,760-44.1% | $6,712-35.4% |
| Admin fee / account holder | $1,587 | $12,406-87.2% | $10,767-85.3% | $11,409-86.1% |