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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 | $28,977 | $227,291-87.3% | $214,702-86.5% | $155,188-81.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 21.35% | 60.08%-38.7pp | 54.55%-33.2pp | 148.84%-127.5pp |
| Employer contribution / active EE | $1,141 | $6,772-83.1% | $6,461-82.3% | $4,248-73.1% |
| Participant deferral / active EE | $5,822 | $9,582-39.2% | $9,147-36.4% | $6,531-10.9% |
| Admin fee / account holder | $1,740 | $20,413-91.5% | $19,830-91.2% | $14,480-88.0% |