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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 | $8,958 | $55,457-83.8% | $77,361-88.4% | $94,015-90.5% |
| Participation rate | 76.9% | 69.8%+7.1pp | 75.0%+2.0pp | 70.8%+6.1pp |
| Annual return | 16.16% | 15.57%+0.6pp | 1011.54%-995.4pp | 17.84%-1.7pp |
| Employer contribution / active EE | $287 | $2,255-87.3% | $2,990-90.4% | $2,790-89.7% |
| Participant deferral / active EE | $1,240 | $3,069-59.6% | $3,911-68.3% | $4,249-70.8% |
| Admin fee / account holder | $981 | $4,334-77.4% | $5,894-83.4% | $8,951-89.0% |