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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 | $19,231 | $181,896-89.4% | $156,551-87.7% | $273,972-93.0% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 11.30% | 30.74%-19.4pp | 32.23%-20.9pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,243 | $6,248-80.1% | $5,501-77.4% | $4,869-74.5% |
| Participant deferral / active EE | $3,935 | $5,550-29.1% | $4,871-19.2% | $5,287-25.6% |
| Admin fee / account holder | $437 | $15,560-97.2% | $13,028-96.6% | $10,133-95.7% |