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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 | $9,557 | $213,785-95.5% | $185,441-94.8% | $155,188-93.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 25.28% | 19.97%+5.3pp | 20.16%+5.1pp | 148.84%-123.6pp |
| Employer contribution / active EE | $915 | $5,393-83.0% | $4,672-80.4% | $4,248-78.5% |
| Participant deferral / active EE | $2,919 | $6,864-57.5% | $6,152-52.5% | $6,531-55.3% |
| Admin fee / account holder | $1,324 | $21,134-93.7% | $17,890-92.6% | $14,480-90.9% |