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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 | $12,044 | $135,956-91.1% | $123,894-90.3% | $273,972-95.6% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 19.82% | 56.63%-36.8pp | 47.52%-27.7pp | 41.46%-21.6pp |
| Employer contribution / active EE | $27 | $5,170-99.5% | $4,617-99.4% | $4,869-99.5% |
| Participant deferral / active EE | $8,106 | $6,343+27.8% | $5,984+35.5% | $5,287+53.3% |
| Admin fee / account holder | $7,983 | $9,817-18.7% | $8,357-4.5% | $10,133-21.2% |