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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 | $17,147 | $201,370-91.5% | $184,256-90.7% | $145,897-88.2% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.6pp |
| Annual return | 16.49% | 29.05%-12.6pp | 28.85%-12.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,428 | $7,024-79.7% | $6,427-77.8% | $4,663-69.4% |
| Participant deferral / active EE | $3,213 | $9,808-67.2% | $9,133-64.8% | $6,689-52.0% |
| Admin fee / account holder | $2,654 | $16,364-83.8% | $13,899-80.9% | $13,390-80.2% |