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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 | $12,111 | $165,399-92.7% | $149,745-91.9% | $158,982-92.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 43.09% | 348.34%-305.2pp | 276.72%-233.6pp | 302.99%-259.9pp |
| Employer contribution / active EE | $855 | $5,105-83.2% | $4,646-81.6% | $4,763-82.0% |
| Participant deferral / active EE | $3,584 | $7,183-50.1% | $6,843-47.6% | $5,983-40.1% |
| Admin fee / account holder | $512 | $10,811-95.3% | $9,312-94.5% | $11,252-95.5% |