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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 | $14,285 | $201,370-92.9% | $184,256-92.2% | $145,897-90.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 10.75% | 29.05%-18.3pp | 28.85%-18.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,171 | $7,024-83.3% | $6,427-81.8% | $4,663-74.9% |
| Participant deferral / active EE | $6,844 | $9,808-30.2% | $9,133-25.1% | $6,689+2.3% |
| Admin fee / account holder | $1,447 | $16,364-91.2% | $13,899-89.6% | $13,390-89.2% |