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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 | $12,764 | $198,457-93.6% | $170,435-92.5% | $147,586-91.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.56% | 257.30%-238.7pp | 205.94%-187.4pp | 578.59%-560.0pp |
| Employer contribution / active EE | $276 | $6,183-95.5% | $5,432-94.9% | $4,876-94.3% |
| Participant deferral / active EE | $2,390 | $5,629-57.6% | $4,939-51.6% | $5,439-56.1% |
| Admin fee / account holder | $2,203 | $16,852-86.9% | $13,881-84.1% | $10,886-79.8% |