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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 | $12,192 | $157,304-92.2% | $141,197-91.4% | $152,909-92.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 24.05% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.4pp |
| Employer contribution / active EE | $892 | $5,263-83.0% | $4,736-81.2% | $4,764-81.3% |
| Participant deferral / active EE | $3,715 | $7,111-47.8% | $6,710-44.6% | $5,851-36.5% |
| Admin fee / account holder | $964 | $12,126-92.1% | $10,265-90.6% | $11,601-91.7% |