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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 | $18,538 | $254,759-92.7% | $216,567-91.4% | $198,609-90.7% |
| Participation rate | 76.2% | 84.5%-8.3pp | 81.6%-5.5pp | 82.4%-6.2pp |
| Annual return | 17.63% | 10.04%+7.6pp | 12.94%+4.7pp | 202.70%-185.1pp |
| Employer contribution / active EE | $186 | $6,096-96.9% | $5,216-96.4% | $5,055-96.3% |
| Participant deferral / active EE | $2,608 | $6,948-62.5% | $6,191-57.9% | $6,977-62.6% |
| Admin fee / account holder | $1,059 | $26,311-96.0% | $21,981-95.2% | $19,030-94.4% |