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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 | $12,557 | $162,136-92.3% | $152,301-91.8% | $154,746-91.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 20.24% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $673 | $4,890-86.2% | $4,624-85.4% | $4,379-84.6% |
| Participant deferral / active EE | $4,237 | $8,341-49.2% | $8,004-47.1% | $6,730-37.0% |
| Admin fee / account holder | $1,171 | $15,759-92.6% | $14,398-91.9% | $14,365-91.8% |