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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 | $12,409 | $154,228-92.0% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.29% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $734 | $4,804-84.7% | $4,554-83.9% | $4,156-82.3% |
| Participant deferral / active EE | $3,696 | $8,216-55.0% | $7,897-53.2% | $6,407-42.3% |
| Admin fee / account holder | $2,685 | $14,344-81.3% | $13,129-79.5% | $12,270-78.1% |