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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 | $24,479 | $196,972-87.6% | $182,262-86.6% | $198,609-87.7% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 20.38% | 158.27%-137.9pp | 140.60%-120.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $1,316 | $5,364-75.5% | $5,046-73.9% | $5,055-74.0% |
| Participant deferral / active EE | $5,700 | $8,643-34.1% | $8,276-31.1% | $6,977-18.3% |
| Admin fee / account holder | $690 | $18,429-96.3% | $16,712-95.9% | $19,030-96.4% |