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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 | $12,549 | $155,555-91.9% | $146,866-91.5% | $155,188-91.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 21.28% | 115.41%-94.1pp | 102.85%-81.6pp | 148.84%-127.6pp |
| Employer contribution / active EE | $486 | $4,647-89.5% | $4,425-89.0% | $4,248-88.6% |
| Participant deferral / active EE | $3,933 | $8,044-51.1% | $7,759-49.3% | $6,531-39.8% |
| Admin fee / account holder | $483 | $14,755-96.7% | $13,620-96.5% | $14,480-96.7% |