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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 | $13,034 | $185,312-93.0% | $161,489-91.9% | $154,746-91.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.21% | 103.84%-92.6pp | 89.72%-78.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $276 | $4,769-94.2% | $4,268-93.5% | $4,379-93.7% |
| Participant deferral / active EE | $2,856 | $6,350-55.0% | $5,630-49.3% | $6,730-57.6% |
| Admin fee / account holder | $2,899 | $18,654-84.5% | $16,006-81.9% | $14,365-79.8% |