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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 | $16,868 | $209,336-91.9% | $197,124-91.4% | $137,256-87.7% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 17.51% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $696 | $6,591-89.4% | $6,227-88.8% | $4,156-83.3% |
| Participant deferral / active EE | $3,482 | $9,614-63.8% | $9,135-61.9% | $6,407-45.6% |
| Admin fee / account holder | $3,485 | $17,308-79.9% | $16,298-78.6% | $12,270-71.6% |