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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 | $8,302 | $217,432-96.2% | $185,851-95.5% | $167,553-95.0% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 14.79% | 148.43%-133.6pp | 122.11%-107.3pp | 478.89%-464.1pp |
| Employer contribution / active EE | $1,137 | $5,874-80.6% | $5,168-78.0% | $4,840-76.5% |
| Participant deferral / active EE | $3,441 | $6,357-45.9% | $5,569-38.2% | $6,343-45.7% |
| Admin fee / account holder | $526 | $19,820-97.3% | $16,245-96.8% | $12,316-95.7% |