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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 | $16,144 | $136,860-88.2% | $120,344-86.6% | $154,746-89.6% |
| Participation rate | 88.2% | 79.9%+8.3pp | 76.7%+11.5pp | 80.7%+7.5pp |
| Annual return | 19.80% | 21.38%-1.6pp | 20.30%-0.5pp | 172.34%-152.5pp |
| Employer contribution / active EE | $429 | $3,533-87.9% | $3,020-85.8% | $4,379-90.2% |
| Participant deferral / active EE | $5,507 | $5,793-4.9% | $5,135+7.3% | $6,730-18.2% |
| Admin fee / account holder | $410 | $15,393-97.3% | $12,742-96.8% | $14,365-97.1% |