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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 | $11,433 | $107,363-89.4% | $92,909-87.7% | $152,897-92.5% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.5%-4.7pp |
| Annual return | 24.38% | 145.63%-121.2pp | 109.44%-85.1pp | 345.43%-321.0pp |
| Employer contribution / active EE | $81 | $4,222-98.1% | $3,653-97.8% | $4,764-98.3% |
| Participant deferral / active EE | $5,118 | $4,848+5.6% | $4,238+20.8% | $5,851-12.5% |
| Admin fee / account holder | $2,988 | $7,082-57.8% | $5,795-48.4% | $11,599-74.2% |