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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 | $11,183 | $165,399-93.2% | $149,745-92.5% | $158,982-93.0% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 116.47% | 348.34%-231.9pp | 276.72%-160.3pp | 302.99%-186.5pp |
| Employer contribution / active EE | $784 | $5,105-84.6% | $4,646-83.1% | $4,763-83.5% |
| Participant deferral / active EE | $2,643 | $7,183-63.2% | $6,843-61.4% | $5,983-55.8% |
| Admin fee / account holder | $883 | $10,811-91.8% | $9,312-90.5% | $11,252-92.2% |