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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 | $10,413 | $217,427-95.2% | $185,837-94.4% | $167,518-93.8% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 13.21% | 148.39%-135.2pp | 122.08%-108.9pp | 478.71%-465.5pp |
| Employer contribution / active EE | $795 | $5,874-86.5% | $5,168-84.6% | $4,838-83.6% |
| Participant deferral / active EE | $2,625 | $6,357-58.7% | $5,568-52.9% | $6,342-58.6% |
| Admin fee / account holder | $1,487 | $19,816-92.5% | $16,241-90.8% | $12,312-87.9% |