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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 | $15,777 | $123,000-87.2% | $105,582-85.1% | $198,609-92.1% |
| Participation rate | 80.0% | 76.8%+3.2pp | 71.8%+8.2pp | 82.4%-2.4pp |
| Annual return | 20.74% | 18.31%+2.4pp | 18.61%+2.1pp | 202.70%-182.0pp |
| Employer contribution / active EE | $911 | $3,582-74.6% | $2,984-69.5% | $5,055-82.0% |
| Participant deferral / active EE | $3,125 | $5,013-37.7% | $4,353-28.2% | $6,977-55.2% |
| Admin fee / account holder | $781 | $16,254-95.2% | $12,856-93.9% | $19,030-95.9% |