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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 | $15,439 | $167,415-90.8% | $140,514-89.0% | $198,609-92.2% |
| Participation rate | 85.7% | 80.9%+4.8pp | 77.8%+7.9pp | 82.4%+3.3pp |
| Annual return | 18.25% | 13.85%+4.4pp | 14.36%+3.9pp | 202.70%-184.4pp |
| Employer contribution / active EE | $502 | $4,088-87.7% | $3,378-85.1% | $5,055-90.1% |
| Participant deferral / active EE | $4,973 | $5,579-10.9% | $4,919+1.1% | $6,977-28.7% |
| Admin fee / account holder | $6,374 | $16,730-61.9% | $13,697-53.5% | $19,030-66.5% |