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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 | $13,779 | $136,860-89.9% | $120,344-88.6% | $154,746-91.1% |
| Participation rate | 93.3% | 79.9%+13.4pp | 76.7%+16.6pp | 80.7%+12.6pp |
| Annual return | 13.81% | 21.38%-7.6pp | 20.30%-6.5pp | 172.34%-158.5pp |
| Employer contribution / active EE | $369 | $3,533-89.5% | $3,020-87.8% | $4,379-91.6% |
| Participant deferral / active EE | $2,567 | $5,793-55.7% | $5,135-50.0% | $6,730-61.9% |
| Admin fee / account holder | $13,006 | $15,393-15.5% | $12,742+2.1% | $14,365-9.5% |