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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 | $3,256 | $138,312-97.6% | $122,979-97.4% | $155,188-97.9% |
| Participation rate | 83.3% | 80.2%+3.1pp | 77.2%+6.1pp | 80.8%+2.5pp |
| Annual return | 14.77% | 22.06%-7.3pp | 20.12%-5.3pp | 148.84%-134.1pp |
| Employer contribution / active EE | $655 | $3,530-81.4% | $3,062-78.6% | $4,248-84.6% |
| Participant deferral / active EE | $2,613 | $5,592-53.3% | $5,003-47.8% | $6,531-60.0% |
| Admin fee / account holder | $1,590 | $15,089-89.5% | $12,864-87.6% | $14,480-89.0% |