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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 | $12,851 | $201,264-93.6% | $184,185-93.0% | $145,978-91.2% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 21.50% | 29.00%-7.5pp | 28.81%-7.3pp | 550.52%-529.0pp |
| Employer contribution / active EE | $568 | $7,021-91.9% | $6,426-91.2% | $4,662-87.8% |
| Participant deferral / active EE | $3,166 | $9,806-67.7% | $9,132-65.3% | $6,690-52.7% |
| Admin fee / account holder | $950 | $16,376-94.2% | $13,909-93.2% | $13,400-92.9% |