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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 | $25,927 | $223,823-88.4% | $211,142-87.7% | $154,746-83.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.88% | 50.39%-36.5pp | 46.84%-33.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $546 | $6,787-91.9% | $6,442-91.5% | $4,379-87.5% |
| Participant deferral / active EE | $8,701 | $9,750-10.8% | $9,284-6.3% | $6,730+29.3% |
| Admin fee / account holder | $9,815 | $19,707-50.2% | $19,076-48.5% | $14,365-31.7% |