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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 | $9,656 | $160,028-94.0% | $147,080-93.4% | $145,884-93.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 19.94% | 98.60%-78.7pp | 420.17%-400.2pp | 551.85%-531.9pp |
| Employer contribution / active EE | $854 | $5,286-83.9% | $4,933-82.7% | $4,662-81.7% |
| Participant deferral / active EE | $3,697 | $8,422-56.1% | $8,066-54.2% | $6,690-44.7% |
| Admin fee / account holder | $496 | $15,030-96.7% | $12,989-96.2% | $13,392-96.3% |