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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 | $9,510 | $203,483-95.3% | $152,473-93.8% | $167,536-94.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.2%-3.2pp | 82.1%-7.1pp |
| Annual return | 14.37% | 13.80%+0.6pp | 757.59%-743.2pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,040 | $5,219-80.1% | $4,326-75.9% | $4,839-78.5% |
| Participant deferral / active EE | $2,322 | $6,711-65.4% | $5,817-60.1% | $6,342-63.4% |
| Admin fee / account holder | $1,985 | $22,521-91.2% | $15,811-87.4% | $12,315-83.9% |