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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 | $181,062-93.0% | $158,223-92.0% | $155,188-91.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 16.75% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.1pp |
| Employer contribution / active EE | $780 | $4,565-82.9% | $4,109-81.0% | $4,248-81.6% |
| Participant deferral / active EE | $3,335 | $6,134-45.6% | $5,467-39.0% | $6,531-48.9% |
| Admin fee / account holder | $2,577 | $18,825-86.3% | $16,047-83.9% | $14,480-82.2% |