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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 | $13,248 | $185,312-92.9% | $161,489-91.8% | $154,746-91.4% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.7%+2.3pp | 80.7%+0.3pp |
| Annual return | 20.97% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $388 | $4,769-91.9% | $4,268-90.9% | $4,379-91.1% |
| Participant deferral / active EE | $2,514 | $6,350-60.4% | $5,630-55.3% | $6,730-62.6% |
| Admin fee / account holder | $358 | $18,654-98.1% | $16,006-97.8% | $14,365-97.5% |