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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 | $21,812 | $138,312-84.2% | $122,979-82.3% | $155,188-85.9% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 21.78% | 22.06%-0.3pp | 20.12%+1.7pp | 148.84%-127.1pp |
| Employer contribution / active EE | $306 | $3,530-91.3% | $3,062-90.0% | $4,248-92.8% |
| Participant deferral / active EE | $3,446 | $5,592-38.4% | $5,003-31.1% | $6,531-47.2% |
| Admin fee / account holder | $1,306 | $15,089-91.3% | $12,864-89.8% | $14,480-91.0% |