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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 | $11,127 | $107,353-89.6% | $92,903-88.0% | $152,885-92.7% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 17.36% | 145.62%-128.3pp | 109.43%-92.1pp | 345.39%-328.0pp |
| Employer contribution / active EE | $650 | $4,222-84.6% | $3,653-82.2% | $4,763-86.4% |
| Participant deferral / active EE | $4,726 | $4,848-2.5% | $4,238+11.5% | $5,851-19.2% |
| Admin fee / account holder | $967 | $7,081-86.3% | $5,795-83.3% | $11,598-91.7% |