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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 | $14,308 | $160,040-91.1% | $147,096-90.3% | $145,877-90.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.05% | 98.49%-75.4pp | 419.75%-396.7pp | 551.28%-528.2pp |
| Employer contribution / active EE | $459 | $5,289-91.3% | $4,936-90.7% | $4,663-90.2% |
| Participant deferral / active EE | $13,647 | $8,429+61.9% | $8,071+69.1% | $6,691+104.0% |
| Admin fee / account holder | $1,287 | $15,050-91.5% | $13,005-90.1% | $13,402-90.4% |