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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 | $13,227 | $198,457-93.3% | $170,435-92.2% | $147,586-91.0% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 13.07% | 257.30%-244.2pp | 205.94%-192.9pp | 578.59%-565.5pp |
| Employer contribution / active EE | $854 | $6,183-86.2% | $5,432-84.3% | $4,876-82.5% |
| Participant deferral / active EE | $3,156 | $5,629-43.9% | $4,939-36.1% | $5,439-42.0% |
| Admin fee / account holder | $1,498 | $16,852-91.1% | $13,881-89.2% | $10,886-86.2% |