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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 | $16,737 | $124,425-86.5% | $112,040-85.1% | $137,256-87.8% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.5%+10.5pp | 80.0%+7.0pp |
| Annual return | 12.79% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $608 | $3,411-82.2% | $2,954-79.4% | $4,156-85.4% |
| Participant deferral / active EE | $3,240 | $5,718-43.3% | $5,098-36.4% | $6,407-49.4% |
| Admin fee / account holder | $6,657 | $15,207-56.2% | $12,098-45.0% | $12,270-45.7% |