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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 | $22,439 | $185,883-87.9% | $170,043-86.8% | $139,466-83.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 16.43% | 60.54%-44.1pp | 53.40%-37.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $762 | $7,596-90.0% | $6,790-88.8% | $4,754-84.0% |
| Participant deferral / active EE | $3,637 | $11,626-68.7% | $10,410-65.1% | $6,712-45.8% |
| Admin fee / account holder | $7,460 | $15,393-51.5% | $12,824-41.8% | $11,409-34.6% |