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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 | $174,379-93.8% | $152,093-92.9% | $138,895-92.3% |
| Participation rate | 90.5% | 81.6%+8.8pp | 77.8%+12.7pp | 79.9%+10.6pp |
| Annual return | 18.55% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $866 | $4,652-81.4% | $4,175-79.3% | $4,194-79.4% |
| Participant deferral / active EE | $3,566 | $6,159-42.1% | $5,451-34.6% | $6,396-44.2% |
| Admin fee / account holder | $1,345 | $16,880-92.0% | $14,497-90.7% | $12,562-89.3% |