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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 | $2,341 | $185,312-98.7% | $161,489-98.6% | $154,746-98.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 16.52% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $693 | $4,769-85.5% | $4,268-83.8% | $4,379-84.2% |
| Participant deferral / active EE | $2,426 | $6,350-61.8% | $5,630-56.9% | $6,730-64.0% |
| Admin fee / account holder | $9,318 | $18,654-50.0% | $16,006-41.8% | $14,365-35.1% |