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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 | $11,733 | $181,062-93.5% | $158,223-92.6% | $155,188-92.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 16.80% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $315 | $4,565-93.1% | $4,109-92.3% | $4,248-92.6% |
| Participant deferral / active EE | $1,938 | $6,134-68.4% | $5,467-64.6% | $6,531-70.3% |
| Admin fee / account holder | $7,287 | $18,825-61.3% | $16,047-54.6% | $14,480-49.7% |