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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 | $213,785-95.8% | $185,441-95.2% | $155,188-94.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 80.3%+3.1pp | 80.8%+2.5pp |
| Annual return | 20.77% | 19.97%+0.8pp | 20.16%+0.6pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,043 | $5,393-80.7% | $4,672-77.7% | $4,248-75.4% |
| Participant deferral / active EE | $2,123 | $6,864-69.1% | $6,152-65.5% | $6,531-67.5% |
| Admin fee / account holder | $776 | $21,134-96.3% | $17,890-95.7% | $14,480-94.6% |