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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 | $223,823-92.5% | $211,142-92.0% | $154,746-89.1% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 17.51% | 50.39%-32.9pp | 46.84%-29.3pp | 172.34%-154.8pp |
| Employer contribution / active EE | $696 | $6,787-89.7% | $6,442-89.2% | $4,379-84.1% |
| Participant deferral / active EE | $3,482 | $9,750-64.3% | $9,284-62.5% | $6,730-48.3% |
| Admin fee / account holder | $3,485 | $19,707-82.3% | $19,076-81.7% | $14,365-75.7% |