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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 | $16,602 | $227,399-92.7% | $189,758-91.3% | $198,609-91.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 321.62% | 61.03%+260.6pp | 52.62%+269.0pp | 202.70%+118.9pp |
| Employer contribution / active EE | $793 | $5,526-85.7% | $4,767-83.4% | $5,055-84.3% |
| Participant deferral / active EE | $3,605 | $6,837-47.3% | $5,856-38.4% | $6,977-48.3% |
| Admin fee / account holder | $321 | $25,162-98.7% | $20,388-98.4% | $19,030-98.3% |