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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 | $12,225 | $201,370-93.9% | $184,256-93.4% | $145,897-91.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 27.62% | 29.05%-1.4pp | 28.85%-1.2pp | 552.29%-524.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,030 | $9,808-7.9% | $9,133-1.1% | $6,689+35.0% |
| Admin fee / account holder | $939 | $16,364-94.3% | $13,899-93.2% | $13,390-93.0% |