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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 | $21,037 | $165,381-87.3% | $149,730-86.0% | $158,966-86.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 19.97% | 348.29%-328.3pp | 276.70%-256.7pp | 302.95%-283.0pp |
| Employer contribution / active EE | $849 | $5,104-83.4% | $4,645-81.7% | $4,762-82.2% |
| Participant deferral / active EE | $3,879 | $7,182-46.0% | $6,843-43.3% | $5,983-35.2% |
| Admin fee / account holder | $1,025 | $10,809-90.5% | $9,310-89.0% | $11,250-90.9% |