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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 | $10,774 | $162,136-93.4% | $152,301-92.9% | $154,746-93.0% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 19.63% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $603 | $4,890-87.7% | $4,624-87.0% | $4,379-86.2% |
| Participant deferral / active EE | $3,743 | $8,341-55.1% | $8,004-53.2% | $6,730-44.4% |
| Admin fee / account holder | $1,895 | $15,759-88.0% | $14,398-86.8% | $14,365-86.8% |