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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 | $11,013 | $157,304-93.0% | $141,197-92.2% | $152,909-92.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.60% | 64.34%-49.7pp | 71.41%-56.8pp | 345.46%-330.9pp |
| Employer contribution / active EE | $504 | $5,263-90.4% | $4,736-89.4% | $4,764-89.4% |
| Participant deferral / active EE | $3,905 | $7,111-45.1% | $6,710-41.8% | $5,851-33.3% |
| Admin fee / account holder | $2,293 | $12,126-81.1% | $10,265-77.7% | $11,601-80.2% |