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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 | $22,285 | $227,399-90.2% | $189,758-88.3% | $198,609-88.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 48.83% | 61.03%-12.2pp | 52.62%-3.8pp | 202.70%-153.9pp |
| Employer contribution / active EE | $1,104 | $5,526-80.0% | $4,767-76.8% | $5,055-78.2% |
| Participant deferral / active EE | $9,406 | $6,837+37.6% | $5,856+60.6% | $6,977+34.8% |
| Admin fee / account holder | $425 | $25,162-98.3% | $20,388-97.9% | $19,030-97.8% |