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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 | $13,756 | $209,336-93.4% | $197,124-93.0% | $137,256-90.0% |
| Participation rate | 90.5% | 87.3%+3.2pp | 86.7%+3.8pp | 80.0%+10.5pp |
| Annual return | 29.71% | 48.09%-18.4pp | 44.34%-14.6pp | 220.34%-190.6pp |
| Employer contribution / active EE | $1,278 | $6,591-80.6% | $6,227-79.5% | $4,156-69.2% |
| Participant deferral / active EE | $3,097 | $9,614-67.8% | $9,135-66.1% | $6,407-51.7% |
| Admin fee / account holder | $4,131 | $17,308-76.1% | $16,298-74.7% | $12,270-66.3% |