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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 | $11,659 | $160,070-92.7% | $147,117-92.1% | $145,897-92.0% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 15.06% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $776 | $5,285-85.3% | $4,932-84.3% | $4,663-83.4% |
| Participant deferral / active EE | $3,767 | $8,419-55.3% | $8,065-53.3% | $6,689-43.7% |
| Admin fee / account holder | $606 | $15,035-96.0% | $12,993-95.3% | $13,390-95.5% |