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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 | $13,694 | $185,312-92.6% | $161,489-91.5% | $154,746-91.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 21.66% | 103.84%-82.2pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $433 | $4,769-90.9% | $4,268-89.8% | $4,379-90.1% |
| Participant deferral / active EE | $2,036 | $6,350-67.9% | $5,630-63.8% | $6,730-69.7% |
| Admin fee / account holder | $3,064 | $18,654-83.6% | $16,006-80.9% | $14,365-78.7% |