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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 | $26,485 | $275,752-90.4% | $256,809-89.7% | $198,609-86.7% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 17.22% | 34.81%-17.6pp | 32.73%-15.5pp | 202.70%-185.5pp |
| Employer contribution / active EE | $24 | $7,721-99.7% | $7,263-99.7% | $5,055-99.5% |
| Participant deferral / active EE | $13,246 | $10,037+32.0% | $9,520+39.1% | $6,977+89.9% |
| Admin fee / account holder | $25,943 | $25,716+0.9% | $25,146+3.2% | $19,030+36.3% |