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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 | $9,849 | $201,264-95.1% | $184,185-94.7% | $145,978-93.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 24.05% | 29.00%-5.0pp | 28.81%-4.8pp | 550.52%-526.5pp |
| Employer contribution / active EE | $1,356 | $7,021-80.7% | $6,426-78.9% | $4,662-70.9% |
| Participant deferral / active EE | $4,931 | $9,806-49.7% | $9,132-46.0% | $6,690-26.3% |
| Admin fee / account holder | $384 | $16,376-97.7% | $13,909-97.2% | $13,400-97.1% |