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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 | $11,097 | $185,312-94.0% | $161,489-93.1% | $154,746-92.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 10.58% | 103.84%-93.3pp | 89.72%-79.1pp | 172.34%-161.8pp |
| Employer contribution / active EE | $691 | $4,769-85.5% | $4,268-83.8% | $4,379-84.2% |
| Participant deferral / active EE | $2,144 | $6,350-66.2% | $5,630-61.9% | $6,730-68.1% |
| Admin fee / account holder | $10,115 | $18,654-45.8% | $16,006-36.8% | $14,365-29.6% |