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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 | $11,568 | $209,336-94.5% | $197,124-94.1% | $137,256-91.6% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.7%0pp | 80.0%+6.7pp |
| Annual return | 21.42% | 48.09%-26.7pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,042 | $6,591-84.2% | $6,227-83.3% | $4,156-74.9% |
| Participant deferral / active EE | $3,067 | $9,614-68.1% | $9,135-66.4% | $6,407-52.1% |
| Admin fee / account holder | $327 | $17,308-98.1% | $16,298-98.0% | $12,270-97.3% |