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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 | $14,424 | $201,264-92.8% | $184,185-92.2% | $145,978-90.1% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 17.24% | 29.00%-11.8pp | 28.81%-11.6pp | 550.52%-533.3pp |
| Employer contribution / active EE | $1,252 | $7,021-82.2% | $6,426-80.5% | $4,662-73.2% |
| Participant deferral / active EE | $6,326 | $9,806-35.5% | $9,132-30.7% | $6,690-5.4% |
| Admin fee / account holder | $552 | $16,376-96.6% | $13,909-96.0% | $13,400-95.9% |