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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 | $13,861 | $183,627-92.5% | $155,602-91.1% | $145,978-90.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 13.19% | 61.32%-48.1pp | 64.81%-51.6pp | 550.52%-537.3pp |
| Employer contribution / active EE | $480 | $5,316-91.0% | $4,675-89.7% | $4,662-89.7% |
| Participant deferral / active EE | $2,381 | $6,466-63.2% | $5,629-57.7% | $6,690-64.4% |
| Admin fee / account holder | $4,856 | $19,327-74.9% | $15,923-69.5% | $13,400-63.8% |