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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 | $13,555 | $152,619-91.1% | $125,195-89.2% | $152,909-91.1% |
| Participation rate | 81.3% | 83.3%-2.1pp | 79.8%+1.5pp | 82.5%-1.2pp |
| Annual return | 13.67% | 54.85%-41.2pp | 43.79%-30.1pp | 345.46%-331.8pp |
| Employer contribution / active EE | $648 | $4,947-86.9% | $3,866-83.2% | $4,764-86.4% |
| Participant deferral / active EE | $3,776 | $5,869-35.7% | $4,937-23.5% | $5,851-35.5% |
| Admin fee / account holder | $7,536 | $13,437-43.9% | $9,704-22.3% | $11,601-35.0% |