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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 | $20,981 | $162,812-87.1% | $133,971-84.3% | $158,966-86.8% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 11.52% | 41.94%-30.4pp | 45.09%-33.6pp | 302.95%-291.4pp |
| Employer contribution / active EE | $421 | $4,976-91.5% | $3,919-89.3% | $4,762-91.2% |
| Participant deferral / active EE | $2,437 | $5,910-58.8% | $5,047-51.7% | $5,983-59.3% |
| Admin fee / account holder | $701 | $11,741-94.0% | $8,929-92.2% | $11,250-93.8% |