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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 | $15,276 | $223,823-93.2% | $211,142-92.8% | $154,746-90.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.03% | 50.39%-35.4pp | 46.84%-31.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $831 | $6,787-87.8% | $6,442-87.1% | $4,379-81.0% |
| Participant deferral / active EE | $3,304 | $9,750-66.1% | $9,284-64.4% | $6,730-50.9% |
| Admin fee / account holder | $9,532 | $19,707-51.6% | $19,076-50.0% | $14,365-33.6% |