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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 | $17,214 | $217,432-92.1% | $185,851-90.7% | $167,553-89.7% |
| Participation rate | 86.4% | 86.1%+0.3pp | 81.7%+4.7pp | 82.1%+4.2pp |
| Annual return | 29.74% | 148.43%-118.7pp | 122.11%-92.4pp | 478.89%-449.1pp |
| Employer contribution / active EE | $851 | $5,874-85.5% | $5,168-83.5% | $4,840-82.4% |
| Participant deferral / active EE | $2,603 | $6,357-59.1% | $5,569-53.3% | $6,343-59.0% |
| Admin fee / account holder | $1,001 | $19,820-94.9% | $16,245-93.8% | $12,316-91.9% |