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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 | $7,794 | $184,014-95.8% | $161,149-95.2% | $138,895-94.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.96% | 21.52%-3.6pp | 21.16%-3.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,087 | $5,055-78.5% | $4,360-75.1% | $4,194-74.1% |
| Participant deferral / active EE | $2,254 | $6,909-67.4% | $6,153-63.4% | $6,396-64.8% |
| Admin fee / account holder | $1,229 | $18,027-93.2% | $15,194-91.9% | $12,562-90.2% |