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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 | $167,415-90.4% | $140,514-88.5% | $198,609-91.9% |
| Participation rate | 88.2% | 80.9%+7.4pp | 77.8%+10.4pp | 82.4%+5.9pp |
| Annual return | 19.80% | 13.85%+5.9pp | 14.36%+5.4pp | 202.70%-182.9pp |
| Employer contribution / active EE | $429 | $4,088-89.5% | $3,378-87.3% | $5,055-91.5% |
| Participant deferral / active EE | $5,507 | $5,579-1.3% | $4,919+12.0% | $6,977-21.1% |
| Admin fee / account holder | $410 | $16,730-97.5% | $13,697-97.0% | $19,030-97.8% |