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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 | $12,650 | $185,312-93.2% | $161,489-92.2% | $154,746-91.8% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 16.75% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $780 | $4,769-83.6% | $4,268-81.7% | $4,379-82.2% |
| Participant deferral / active EE | $3,335 | $6,350-47.5% | $5,630-40.8% | $6,730-50.5% |
| Admin fee / account holder | $2,577 | $18,654-86.2% | $16,006-83.9% | $14,365-82.1% |