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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 | $12,912 | $209,425-93.8% | $178,499-92.8% | $158,966-91.9% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 33.53% | 188.80%-155.3pp | 151.10%-117.6pp | 302.95%-269.4pp |
| Employer contribution / active EE | $412 | $5,707-92.8% | $5,011-91.8% | $4,762-91.3% |
| Participant deferral / active EE | $2,600 | $5,955-56.3% | $5,202-50.0% | $5,983-56.5% |
| Admin fee / account holder | $1,411 | $17,078-91.7% | $13,986-89.9% | $11,250-87.5% |