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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 | $14,303 | $150,435-90.5% | $120,580-88.1% | $145,897-90.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 13.44% | 154.60%-141.2pp | 107.48%-94.0pp | 552.29%-538.9pp |
| Employer contribution / active EE | $292 | $4,352-93.3% | $3,469-91.6% | $4,663-93.7% |
| Participant deferral / active EE | $3,238 | $6,174-47.6% | $4,995-35.2% | $6,689-51.6% |
| Admin fee / account holder | $5,197 | $12,182-57.3% | $9,418-44.8% | $13,390-61.2% |