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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 | $26,717 | $227,399-88.3% | $189,758-85.9% | $198,609-86.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 13.22% | 61.03%-47.8pp | 52.62%-39.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $1,459 | $5,526-73.6% | $4,767-69.4% | $5,055-71.1% |
| Participant deferral / active EE | $6,737 | $6,837-1.5% | $5,856+15.0% | $6,977-3.4% |
| Admin fee / account holder | $2,112 | $25,162-91.6% | $20,388-89.6% | $19,030-88.9% |