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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 | $8,168 | $181,896-95.5% | $156,551-94.8% | $273,972-97.0% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 11.06% | 30.74%-19.7pp | 32.23%-21.2pp | 41.46%-30.4pp |
| Employer contribution / active EE | $942 | $6,248-84.9% | $5,501-82.9% | $4,869-80.6% |
| Participant deferral / active EE | $2,254 | $5,550-59.4% | $4,871-53.7% | $5,287-57.4% |
| Admin fee / account holder | $1,838 | $15,560-88.2% | $13,028-85.9% | $10,133-81.9% |