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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 | $25,708 | $254,759-89.9% | $216,567-88.1% | $198,609-87.1% |
| Participation rate | 84.6% | 84.5%+0.1pp | 81.6%+3.0pp | 82.4%+2.2pp |
| Annual return | 17.52% | 10.04%+7.5pp | 12.94%+4.6pp | 202.70%-185.2pp |
| Employer contribution / active EE | $1,133 | $6,096-81.4% | $5,216-78.3% | $5,055-77.6% |
| Participant deferral / active EE | $4,998 | $6,948-28.1% | $6,191-19.3% | $6,977-28.4% |
| Admin fee / account holder | $1,954 | $26,311-92.6% | $21,981-91.1% | $19,030-89.7% |