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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 | $12,681 | $185,312-93.2% | $161,489-92.1% | $154,746-91.8% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.7%+8.0pp | 80.7%+6.0pp |
| Annual return | 10.37% | 103.84%-93.5pp | 89.72%-79.3pp | 172.34%-162.0pp |
| Employer contribution / active EE | $856 | $4,769-82.0% | $4,268-79.9% | $4,379-80.4% |
| Participant deferral / active EE | $1,992 | $6,350-68.6% | $5,630-64.6% | $6,730-70.4% |
| Admin fee / account holder | $4,928 | $18,654-73.6% | $16,006-69.2% | $14,365-65.7% |