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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 | $18,355 | $227,291-91.9% | $214,702-91.5% | $155,188-88.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 87.5%-1.8pp | 80.8%+4.9pp |
| Annual return | 23.94% | 60.08%-36.1pp | 54.55%-30.6pp | 148.84%-124.9pp |
| Employer contribution / active EE | $1,085 | $6,772-84.0% | $6,461-83.2% | $4,248-74.5% |
| Participant deferral / active EE | $5,094 | $9,582-46.8% | $9,147-44.3% | $6,531-22.0% |
| Admin fee / account holder | $416 | $20,413-98.0% | $19,830-97.9% | $14,480-97.1% |