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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 | $16,973 | $117,846-85.6% | $102,434-83.4% | $145,884-88.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 18.01% | 31.90%-13.9pp | 29.46%-11.4pp | 551.85%-533.8pp |
| Employer contribution / active EE | $370 | $3,615-89.8% | $3,023-87.8% | $4,662-92.1% |
| Participant deferral / active EE | $1,849 | $5,733-67.8% | $5,055-63.4% | $6,690-72.4% |
| Admin fee / account holder | $2,802 | $13,356-79.0% | $9,462-70.4% | $13,392-79.1% |