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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 | $10,755 | $181,062-94.1% | $158,223-93.2% | $155,188-93.1% |
| Participation rate | 90.5% | 82.7%+7.8pp | 79.2%+11.3pp | 80.8%+9.7pp |
| Annual return | 18.55% | 57.39%-38.8pp | 52.09%-33.5pp | 148.84%-130.3pp |
| Employer contribution / active EE | $866 | $4,565-81.0% | $4,109-78.9% | $4,248-79.6% |
| Participant deferral / active EE | $3,566 | $6,134-41.9% | $5,467-34.8% | $6,531-45.4% |
| Admin fee / account holder | $1,345 | $18,825-92.9% | $16,047-91.6% | $14,480-90.7% |