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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 | $9,490 | $185,312-94.9% | $161,489-94.1% | $154,746-93.9% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 17.41% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $773 | $4,769-83.8% | $4,268-81.9% | $4,379-82.3% |
| Participant deferral / active EE | $2,125 | $6,350-66.5% | $5,630-62.3% | $6,730-68.4% |
| Admin fee / account holder | $513 | $18,654-97.3% | $16,006-96.8% | $14,365-96.4% |