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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 | $22,396 | $223,823-90.0% | $211,142-89.4% | $154,746-85.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.90% | 50.39%-31.5pp | 46.84%-27.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,302 | $6,787-80.8% | $6,442-79.8% | $4,379-70.3% |
| Participant deferral / active EE | $7,807 | $9,750-19.9% | $9,284-15.9% | $6,730+16.0% |
| Admin fee / account holder | $2,420 | $19,707-87.7% | $19,076-87.3% | $14,365-83.2% |