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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 | $32,778 | $275,752-88.1% | $256,809-87.2% | $198,609-83.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.57% | 34.81%-19.2pp | 32.73%-17.2pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,350 | $7,721-82.5% | $7,263-81.4% | $5,055-73.3% |
| Participant deferral / active EE | $9,643 | $10,037-3.9% | $9,520+1.3% | $6,977+38.2% |
| Admin fee / account holder | $2,174 | $25,716-91.5% | $25,146-91.4% | $19,030-88.6% |