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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 | $14,819 | $177,595-91.7% | $148,496-90.0% | $198,609-92.5% |
| Participation rate | 73.3% | 79.3%-5.9pp | 76.0%-2.7pp | 82.4%-9.0pp |
| Annual return | 17.72% | 9.97%+7.7pp | 12.33%+5.4pp | 202.70%-185.0pp |
| Employer contribution / active EE | $918 | $4,098-77.6% | $3,497-73.8% | $5,055-81.8% |
| Participant deferral / active EE | $4,581 | $5,539-17.3% | $4,808-4.7% | $6,977-34.3% |
| Admin fee / account holder | $495 | $27,010-98.2% | $19,547-97.5% | $19,030-97.4% |