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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 | $126,661-87.8% | $113,397-86.4% | $138,895-88.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 18.25% | 25.05%-6.8pp | 23.20%-5.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $502 | $3,456-85.5% | $2,977-83.1% | $4,194-88.0% |
| Participant deferral / active EE | $4,973 | $5,693-12.6% | $5,076-2.0% | $6,396-22.2% |
| Admin fee / account holder | $6,374 | $14,549-56.2% | $11,957-46.7% | $12,562-49.3% |