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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 | $8,582 | $138,102-93.8% | $125,381-93.2% | $134,532-93.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | 12.04% | 750.73%-738.7pp | 572.31%-560.3pp | 418.27%-406.2pp |
| Employer contribution / active EE | $817 | $5,245-84.4% | $4,815-83.0% | $4,741-82.8% |
| Participant deferral / active EE | $5,346 | $7,801-31.5% | $7,448-28.2% | $6,401-16.5% |
| Admin fee / account holder | $1,987 | $11,568-82.8% | $10,007-80.1% | $11,429-82.6% |