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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 | $8,852 | $199,109-95.6% | $173,730-94.9% | $154,746-94.3% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 12.92% | 20.02%-7.1pp | 19.96%-7.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,079 | $5,311-79.7% | $4,577-76.4% | $4,379-75.4% |
| Participant deferral / active EE | $2,285 | $7,113-67.9% | $6,326-63.9% | $6,730-66.1% |
| Admin fee / account holder | $4,437 | $20,916-78.8% | $17,523-74.7% | $14,365-69.1% |