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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 | $9,918 | $185,312-94.6% | $161,489-93.9% | $154,746-93.6% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 25.27% | 103.84%-78.6pp | 89.72%-64.4pp | 172.34%-147.1pp |
| Employer contribution / active EE | $774 | $4,769-83.8% | $4,268-81.9% | $4,379-82.3% |
| Participant deferral / active EE | $4,883 | $6,350-23.1% | $5,630-13.3% | $6,730-27.5% |
| Admin fee / account holder | $2,047 | $18,654-89.0% | $16,006-87.2% | $14,365-85.8% |