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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 | $45,597 | $275,752-83.5% | $256,809-82.2% | $198,609-77.0% |
| Participation rate | 88.9% | 89.2%-0.3pp | 88.5%+0.4pp | 82.4%+6.5pp |
| Annual return | 21.69% | 34.81%-13.1pp | 32.73%-11.0pp | 202.70%-181.0pp |
| Employer contribution / active EE | $1,034 | $7,721-86.6% | $7,263-85.8% | $5,055-79.5% |
| Participant deferral / active EE | $15,873 | $10,037+58.1% | $9,520+66.7% | $6,977+127.5% |
| Admin fee / account holder | $925 | $25,716-96.4% | $25,146-96.3% | $19,030-95.1% |