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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 | $10,808 | $178,174-93.9% | $156,181-93.1% | $137,256-92.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 17.52% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $692 | $4,972-86.1% | $4,294-83.9% | $4,156-83.4% |
| Participant deferral / active EE | $2,258 | $6,888-67.2% | $6,132-63.2% | $6,407-64.8% |
| Admin fee / account holder | $3,383 | $17,404-80.6% | $14,586-76.8% | $12,270-72.4% |