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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 | $11,732 | $152,074-92.3% | $137,474-91.5% | $198,609-94.1% |
| Participation rate | 78.6% | 85.3%-6.8pp | 83.5%-4.9pp | 82.4%-3.8pp |
| Annual return | 24.40% | 10.68%+13.7pp | 11.53%+12.9pp | 202.70%-178.3pp |
| Employer contribution / active EE | $1,659 | $5,444-69.5% | $5,048-67.1% | $5,055-67.2% |
| Participant deferral / active EE | $3,599 | $6,522-44.8% | $6,155-41.5% | $6,977-48.4% |
| Admin fee / account holder | $303 | $11,950-97.5% | $10,602-97.1% | $19,030-98.4% |