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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 | $212,386-94.6% | $199,883-94.2% | $138,895-91.7% |
| Participation rate | 86.7% | 87.4%-0.7pp | 86.8%-0.1pp | 79.9%+6.7pp |
| Annual return | 21.42% | 47.75%-26.3pp | 43.81%-22.4pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,042 | $6,625-84.3% | $6,261-83.4% | $4,194-75.1% |
| Participant deferral / active EE | $3,067 | $9,617-68.1% | $9,138-66.4% | $6,396-52.1% |
| Admin fee / account holder | $327 | $18,233-98.2% | $17,268-98.1% | $12,562-97.4% |