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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 | $18,538 | $178,174-89.6% | $156,181-88.1% | $137,256-86.5% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.8%-2.6pp | 80.0%-3.8pp |
| Annual return | 17.63% | 84.19%-66.6pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $186 | $4,972-96.2% | $4,294-95.7% | $4,156-95.5% |
| Participant deferral / active EE | $2,608 | $6,888-62.1% | $6,132-57.5% | $6,407-59.3% |
| Admin fee / account holder | $1,059 | $17,404-93.9% | $14,586-92.7% | $12,270-91.4% |