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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 | $14,726 | $183,516-92.0% | $155,534-90.5% | $145,884-89.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.34% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $504 | $5,315-90.5% | $4,675-89.2% | $4,662-89.2% |
| Participant deferral / active EE | $2,573 | $6,467-60.2% | $5,630-54.3% | $6,690-61.5% |
| Admin fee / account holder | $1,877 | $19,293-90.3% | $15,900-88.2% | $13,392-86.0% |