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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 | $8,970 | $217,432-95.9% | $185,851-95.2% | $167,553-94.6% |
| Participation rate | 82.4% | 86.1%-3.7pp | 81.7%+0.6pp | 82.1%+0.2pp |
| Annual return | 16.19% | 148.43%-132.2pp | 122.11%-105.9pp | 478.89%-462.7pp |
| Employer contribution / active EE | $978 | $5,874-83.4% | $5,168-81.1% | $4,840-79.8% |
| Participant deferral / active EE | $2,691 | $6,357-57.7% | $5,569-51.7% | $6,343-57.6% |
| Admin fee / account holder | $1,111 | $19,820-94.4% | $16,245-93.2% | $12,316-91.0% |