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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 | $11,300 | $185,856-93.9% | $170,028-93.4% | $139,456-91.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.85% | 60.52%-46.7pp | 53.39%-39.5pp | 373.45%-359.6pp |
| Employer contribution / active EE | $482 | $7,593-93.7% | $6,788-92.9% | $4,753-89.9% |
| Participant deferral / active EE | $3,339 | $11,623-71.3% | $10,409-67.9% | $6,711-50.2% |
| Admin fee / account holder | $6,259 | $15,387-59.3% | $12,820-51.2% | $11,407-45.1% |