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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 | $20,179 | $138,312-85.4% | $122,979-83.6% | $155,188-87.0% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 8.35% | 22.06%-13.7pp | 20.12%-11.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $423 | $3,530-88.0% | $3,062-86.2% | $4,248-90.0% |
| Participant deferral / active EE | $1,982 | $5,592-64.6% | $5,003-60.4% | $6,531-69.6% |
| Admin fee / account holder | $8,869 | $15,089-41.2% | $12,864-31.1% | $14,480-38.8% |