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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 | $8,439 | $184,000-95.4% | $162,185-94.8% | $152,909-94.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 13.86% | 150.80%-136.9pp | 115.61%-101.7pp | 345.46%-331.6pp |
| Employer contribution / active EE | $896 | $6,370-85.9% | $5,613-84.0% | $4,764-81.2% |
| Participant deferral / active EE | $6,841 | $8,033-14.8% | $7,297-6.3% | $5,851+16.9% |
| Admin fee / account holder | $11,658 | $13,124-11.2% | $10,844+7.5% | $11,601+0.5% |