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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 | $14,732 | $201,372-92.7% | $184,260-92.0% | $145,884-89.9% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 21.82% | 29.04%-7.2pp | 28.84%-7.0pp | 551.85%-530.0pp |
| Employer contribution / active EE | $1,069 | $7,024-84.8% | $6,427-83.4% | $4,662-77.1% |
| Participant deferral / active EE | $4,385 | $9,808-55.3% | $9,133-52.0% | $6,690-34.5% |
| Admin fee / account holder | $828 | $16,362-94.9% | $13,898-94.0% | $13,392-93.8% |