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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 | $212,386-92.1% | $199,883-91.6% | $138,895-87.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.8%+2.1pp | 79.9%+9.0pp |
| Annual return | 17.51% | 47.75%-30.2pp | 43.81%-26.3pp | 145.39%-127.9pp |
| Employer contribution / active EE | $696 | $6,625-89.5% | $6,261-88.9% | $4,194-83.4% |
| Participant deferral / active EE | $3,482 | $9,617-63.8% | $9,138-61.9% | $6,396-45.6% |
| Admin fee / account holder | $3,485 | $18,233-80.9% | $17,268-79.8% | $12,562-72.3% |