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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 | $10,044 | $160,040-93.7% | $147,096-93.2% | $145,877-93.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.85% | 98.49%-83.6pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $939 | $5,289-82.2% | $4,936-81.0% | $4,663-79.9% |
| Participant deferral / active EE | $3,262 | $8,429-61.3% | $8,071-59.6% | $6,691-51.2% |
| Admin fee / account holder | $2,372 | $15,050-84.2% | $13,005-81.8% | $13,402-82.3% |