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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 | $12,888 | $213,785-94.0% | $185,441-93.1% | $155,188-91.7% |
| Participation rate | 83.3% | 83.2%+0.1pp | 80.3%+3.1pp | 80.8%+2.5pp |
| Annual return | 19.02% | 19.97%-1.0pp | 20.16%-1.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,015 | $5,393-81.2% | $4,672-78.3% | $4,248-76.1% |
| Participant deferral / active EE | $2,719 | $6,864-60.4% | $6,152-55.8% | $6,531-58.4% |
| Admin fee / account holder | $335 | $21,134-98.4% | $17,890-98.1% | $14,480-97.7% |