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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 | $14,574 | $175,259-91.7% | $149,723-90.3% | $139,487-89.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 13.09% | 166.82%-153.7pp | 134.50%-121.4pp | 373.84%-360.7pp |
| Employer contribution / active EE | $886 | $5,478-83.8% | $4,821-81.6% | $4,755-81.4% |
| Participant deferral / active EE | $2,525 | $6,522-61.3% | $5,682-55.6% | $6,713-62.4% |
| Admin fee / account holder | $669 | $16,158-95.9% | $13,215-94.9% | $11,407-94.1% |