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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 | $10,140 | $217,432-95.3% | $185,849-94.5% | $167,536-93.9% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.53% | 148.42%-132.9pp | 122.10%-106.6pp | 478.82%-463.3pp |
| Employer contribution / active EE | $1,103 | $5,875-81.2% | $5,169-78.7% | $4,839-77.2% |
| Participant deferral / active EE | $2,785 | $6,357-56.2% | $5,569-50.0% | $6,342-56.1% |
| Admin fee / account holder | $4,851 | $19,818-75.5% | $16,244-70.1% | $12,315-60.6% |