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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 | $17,184 | $227,291-92.4% | $214,702-92.0% | $155,188-88.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 13.20% | 60.08%-46.9pp | 54.55%-41.4pp | 148.84%-135.6pp |
| Employer contribution / active EE | $1,362 | $6,772-79.9% | $6,461-78.9% | $4,248-67.9% |
| Participant deferral / active EE | $4,979 | $9,582-48.0% | $9,147-45.6% | $6,531-23.8% |
| Admin fee / account holder | $434 | $20,413-97.9% | $19,830-97.8% | $14,480-97.0% |