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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 | $223,823-91.8% | $211,142-91.3% | $154,746-88.1% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 23.94% | 50.39%-26.5pp | 46.84%-22.9pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,085 | $6,787-84.0% | $6,442-83.2% | $4,379-75.2% |
| Participant deferral / active EE | $5,094 | $9,750-47.8% | $9,284-45.1% | $6,730-24.3% |
| Admin fee / account holder | $416 | $19,707-97.9% | $19,076-97.8% | $14,365-97.1% |