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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 | $11,469 | $168,635-93.2% | $147,617-92.2% | $125,389-90.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.48% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,013 | $6,252-83.8% | $5,564-81.8% | $4,866-79.2% |
| Participant deferral / active EE | $2,278 | $5,507-58.6% | $4,895-53.5% | $5,352-57.4% |
| Admin fee / account holder | $10,087 | $13,580-25.7% | $11,612-13.1% | $9,541+5.7% |