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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 | $10,443 | $160,028-93.5% | $147,080-92.9% | $145,884-92.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 14.91% | 98.60%-83.7pp | 420.17%-405.3pp | 551.85%-536.9pp |
| Employer contribution / active EE | $863 | $5,286-83.7% | $4,933-82.5% | $4,662-81.5% |
| Participant deferral / active EE | $3,537 | $8,422-58.0% | $8,066-56.1% | $6,690-47.1% |
| Admin fee / account holder | $2,787 | $15,030-81.5% | $12,989-78.5% | $13,392-79.2% |