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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 | $8,918 | $184,014-95.2% | $161,149-94.5% | $138,895-93.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 20.77% | 21.52%-0.8pp | 21.16%-0.4pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,043 | $5,055-79.4% | $4,360-76.1% | $4,194-75.1% |
| Participant deferral / active EE | $2,123 | $6,909-69.3% | $6,153-65.5% | $6,396-66.8% |
| Admin fee / account holder | $776 | $18,027-95.7% | $15,194-94.9% | $12,562-93.8% |