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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 | $17,126 | $201,264-91.5% | $184,185-90.7% | $145,978-88.3% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 66.20% | 29.00%+37.2pp | 28.81%+37.4pp | 550.52%-484.3pp |
| Employer contribution / active EE | $874 | $7,021-87.6% | $6,426-86.4% | $4,662-81.3% |
| Participant deferral / active EE | $4,010 | $9,806-59.1% | $9,132-56.1% | $6,690-40.1% |
| Admin fee / account holder | $341 | $16,376-97.9% | $13,909-97.5% | $13,400-97.5% |