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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 | $9,502 | $124,346-92.4% | $111,306-91.5% | $167,553-94.3% |
| Participation rate | 86.4% | 79.6%+6.7pp | 77.3%+9.0pp | 82.1%+4.2pp |
| Annual return | 18.37% | 37.46%-19.1pp | 54.67%-36.3pp | 478.89%-460.5pp |
| Employer contribution / active EE | $49 | $3,438-98.6% | $2,732-98.2% | $4,840-99.0% |
| Participant deferral / active EE | $6,533 | $5,182+26.1% | $4,488+45.6% | $6,343+3.0% |
| Admin fee / account holder | $1,156 | $10,623-89.1% | $7,966-85.5% | $12,316-90.6% |