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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 | $8,254 | $126,661-93.5% | $113,397-92.7% | $138,895-94.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 19.34% | 25.05%-5.7pp | 23.20%-3.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $828 | $3,456-76.1% | $2,977-72.2% | $4,194-80.3% |
| Participant deferral / active EE | $3,929 | $5,693-31.0% | $5,076-22.6% | $6,396-38.6% |
| Admin fee / account holder | $1,869 | $14,549-87.2% | $11,957-84.4% | $12,562-85.1% |