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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 | $14,501 | $97,550-85.1% | $120,344-88.0% | $87,485-83.4% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.7%+12.6pp | 68.9%+20.4pp |
| Annual return | 36.98% | 18.41%+18.6pp | 20.30%+16.7pp | 26.06%+10.9pp |
| Employer contribution / active EE | $172 | $2,291-92.5% | $3,020-94.3% | $2,596-93.4% |
| Participant deferral / active EE | $7,350 | $4,230+73.8% | $5,135+43.1% | $4,274+72.0% |
| Admin fee / account holder | $516 | $9,543-94.6% | $12,742-95.9% | $7,775-93.4% |