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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 | $11,151 | $185,312-94.0% | $161,489-93.1% | $154,746-92.8% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 19.28% | 103.84%-84.6pp | 89.72%-70.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $412 | $4,769-91.4% | $4,268-90.3% | $4,379-90.6% |
| Participant deferral / active EE | $2,953 | $6,350-53.5% | $5,630-47.5% | $6,730-56.1% |
| Admin fee / account holder | $567 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |