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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 | $8,896 | $159,978-94.4% | $147,041-93.9% | $145,978-93.9% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 13.61% | 98.36%-84.8pp | 419.21%-405.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $703 | $5,288-86.7% | $4,935-85.7% | $4,662-84.9% |
| Participant deferral / active EE | $2,771 | $8,429-67.1% | $8,071-65.7% | $6,690-58.6% |
| Admin fee / account holder | $2,772 | $15,053-81.6% | $13,006-78.7% | $13,400-79.3% |