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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 | $95,453-84.8% | $112,040-87.1% | $82,448-82.4% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.5%+12.8pp | 68.1%+21.2pp |
| Annual return | 36.98% | 23.92%+13.1pp | 24.52%+12.5pp | 41.64%-4.7pp |
| Employer contribution / active EE | $172 | $2,318-92.6% | $2,954-94.2% | $2,551-93.3% |
| Participant deferral / active EE | $7,350 | $4,224+74.0% | $5,098+44.2% | $4,139+77.6% |
| Admin fee / account holder | $516 | $9,013-94.3% | $12,098-95.7% | $7,234-92.9% |