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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 | $21,492 | $157,296-86.3% | $141,191-84.8% | $152,897-85.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 22.43% | 64.34%-41.9pp | 71.41%-49.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $658 | $5,262-87.5% | $4,736-86.1% | $4,764-86.2% |
| Participant deferral / active EE | $3,989 | $7,111-43.9% | $6,710-40.6% | $5,851-31.8% |
| Admin fee / account holder | $1,574 | $12,125-87.0% | $10,264-84.7% | $11,599-86.4% |