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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 | $12,677 | $178,174-92.9% | $156,181-91.9% | $137,256-90.8% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.8%+5.4pp | 80.0%+4.3pp |
| Annual return | 21.66% | 84.19%-62.5pp | 64.87%-43.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $584 | $4,972-88.3% | $4,294-86.4% | $4,156-86.0% |
| Participant deferral / active EE | $2,282 | $6,888-66.9% | $6,132-62.8% | $6,407-64.4% |
| Admin fee / account holder | $616 | $17,404-96.5% | $14,586-95.8% | $12,270-95.0% |