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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 | $11,068 | $183,516-94.0% | $155,534-92.9% | $145,884-92.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.04% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $50 | $5,315-99.1% | $4,675-98.9% | $4,662-98.9% |
| Participant deferral / active EE | $6,438 | $6,467-0.4% | $5,630+14.3% | $6,690-3.8% |
| Admin fee / account holder | $1,138 | $19,293-94.1% | $15,900-92.8% | $13,392-91.5% |