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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 | $14,212 | $148,623-90.4% | $135,974-89.5% | $139,466-89.8% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 20.87% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.8pp |
| Employer contribution / active EE | $686 | $5,246-86.9% | $4,859-85.9% | $4,754-85.6% |
| Participant deferral / active EE | $4,879 | $8,103-39.8% | $7,760-37.1% | $6,712-27.3% |
| Admin fee / account holder | $389 | $12,406-96.9% | $10,767-96.4% | $11,409-96.6% |