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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 | $14,631 | $185,312-92.1% | $161,489-90.9% | $154,746-90.5% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 10.63% | 103.84%-93.2pp | 89.72%-79.1pp | 172.34%-161.7pp |
| Employer contribution / active EE | $959 | $4,769-79.9% | $4,268-77.5% | $4,379-78.1% |
| Participant deferral / active EE | $2,047 | $6,350-67.8% | $5,630-63.6% | $6,730-69.6% |
| Admin fee / account holder | $732 | $18,654-96.1% | $16,006-95.4% | $14,365-94.9% |