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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 | $15,152 | $181,896-91.7% | $156,551-90.3% | $273,972-94.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.94% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,003 | $6,248-83.9% | $5,501-81.8% | $4,869-79.4% |
| Participant deferral / active EE | $1,918 | $5,550-65.4% | $4,871-60.6% | $5,287-63.7% |
| Admin fee / account holder | $4,490 | $15,560-71.1% | $13,028-65.5% | $10,133-55.7% |