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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 | $21,204 | $196,972-89.2% | $182,262-88.4% | $198,609-89.3% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 30.03% | 158.27%-128.2pp | 140.60%-110.6pp | 202.70%-172.7pp |
| Employer contribution / active EE | $872 | $5,364-83.7% | $5,046-82.7% | $5,055-82.7% |
| Participant deferral / active EE | $6,105 | $8,643-29.4% | $8,276-26.2% | $6,977-12.5% |
| Admin fee / account holder | $13,118 | $18,429-28.8% | $16,712-21.5% | $19,030-31.1% |