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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 | $12,380 | $254,759-95.1% | $216,567-94.3% | $198,609-93.8% |
| Participation rate | 76.2% | 84.5%-8.3pp | 81.6%-5.5pp | 82.4%-6.2pp |
| Annual return | 18.16% | 10.04%+8.1pp | 12.94%+5.2pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,363 | $6,096-77.6% | $5,216-73.9% | $5,055-73.0% |
| Participant deferral / active EE | $2,842 | $6,948-59.1% | $6,191-54.1% | $6,977-59.3% |
| Admin fee / account holder | $519 | $26,311-98.0% | $21,981-97.6% | $19,030-97.3% |