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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 | $12,447 | $185,312-93.3% | $161,489-92.3% | $154,746-92.0% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 13.76% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $975 | $4,769-79.6% | $4,268-77.2% | $4,379-77.7% |
| Participant deferral / active EE | $3,837 | $6,350-39.6% | $5,630-31.8% | $6,730-43.0% |
| Admin fee / account holder | $895 | $18,654-95.2% | $16,006-94.4% | $14,365-93.8% |