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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 | $9,079 | $183,539-95.1% | $155,556-94.2% | $145,897-93.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 20.42% | 61.31%-40.9pp | 64.84%-44.4pp | 552.29%-531.9pp |
| Employer contribution / active EE | $60 | $5,315-98.9% | $4,675-98.7% | $4,663-98.7% |
| Participant deferral / active EE | $4,836 | $6,467-25.2% | $5,631-14.1% | $6,689-27.7% |
| Admin fee / account holder | $493 | $19,275-97.4% | $15,885-96.9% | $13,390-96.3% |