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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 | $201,344-91.5% | $184,243-90.7% | $145,877-88.3% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 66.20% | 29.01%+37.2pp | 28.82%+37.4pp | 551.28%-485.1pp |
| Employer contribution / active EE | $874 | $7,022-87.6% | $6,427-86.4% | $4,663-81.3% |
| Participant deferral / active EE | $4,010 | $9,807-59.1% | $9,132-56.1% | $6,691-40.1% |
| Admin fee / account holder | $341 | $16,382-97.9% | $13,914-97.5% | $13,402-97.5% |