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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 | $10,566 | $167,415-93.7% | $140,514-92.5% | $198,609-94.7% |
| Participation rate | 80.0% | 80.9%-0.9pp | 77.8%+2.2pp | 82.4%-2.4pp |
| Annual return | 9.33% | 13.85%-4.5pp | 14.36%-5.0pp | 202.70%-193.4pp |
| Employer contribution / active EE | $163 | $4,088-96.0% | $3,378-95.2% | $5,055-96.8% |
| Participant deferral / active EE | $2,641 | $5,579-52.7% | $4,919-46.3% | $6,977-62.1% |
| Admin fee / account holder | $12,208 | $16,730-27.0% | $13,697-10.9% | $19,030-35.8% |