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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 | $16,018 | $181,896-91.2% | $156,551-89.8% | $273,972-94.2% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 5.08% | 30.74%-25.7pp | 32.23%-27.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $702 | $6,248-88.8% | $5,501-87.2% | $4,869-85.6% |
| Participant deferral / active EE | $2,027 | $5,550-63.5% | $4,871-58.4% | $5,287-61.7% |
| Admin fee / account holder | $1,992 | $15,560-87.2% | $13,028-84.7% | $10,133-80.3% |