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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 | $12,157 | $171,492-92.9% | $150,734-91.9% | $198,609-93.9% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 20.61% | 804.70%-784.1pp | 600.81%-580.2pp | 202.70%-182.1pp |
| Employer contribution / active EE | $1,291 | $5,470-76.4% | $4,918-73.7% | $5,055-74.5% |
| Participant deferral / active EE | $2,778 | $6,259-55.6% | $5,610-50.5% | $6,977-60.2% |
| Admin fee / account holder | $769 | $17,628-95.6% | $14,905-94.8% | $19,030-96.0% |