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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 | $201,344-92.9% | $184,243-92.2% | $145,877-90.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 10.75% | 29.01%-18.3pp | 28.82%-18.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,171 | $7,022-83.3% | $6,427-81.8% | $4,663-74.9% |
| Participant deferral / active EE | $6,844 | $9,807-30.2% | $9,132-25.1% | $6,691+2.3% |
| Admin fee / account holder | $1,447 | $16,382-91.2% | $13,914-89.6% | $13,402-89.2% |