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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 | $15,227 | $160,070-90.5% | $147,117-89.6% | $145,897-89.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.94% | 98.69%-87.7pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $658 | $5,285-87.5% | $4,932-86.7% | $4,663-85.9% |
| Participant deferral / active EE | $3,644 | $8,419-56.7% | $8,065-54.8% | $6,689-45.5% |
| Admin fee / account holder | $529 | $15,035-96.5% | $12,993-95.9% | $13,390-96.0% |