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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 | $16,850 | $160,070-89.5% | $147,117-88.5% | $145,897-88.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.83% | 98.69%-83.9pp | 420.54%-405.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $499 | $5,285-90.5% | $4,932-89.9% | $4,663-89.3% |
| Participant deferral / active EE | $4,747 | $8,419-43.6% | $8,065-41.1% | $6,689-29.0% |
| Admin fee / account holder | $4,065 | $15,035-73.0% | $12,993-68.7% | $13,390-69.6% |