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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 | $11,029 | $217,432-94.9% | $185,849-94.1% | $167,536-93.4% |
| Participation rate | 72.2% | 86.1%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 12.86% | 148.42%-135.6pp | 122.10%-109.2pp | 478.82%-466.0pp |
| Employer contribution / active EE | $7 | $5,875-99.9% | $5,169-99.9% | $4,839-99.8% |
| Participant deferral / active EE | $2,970 | $6,357-53.3% | $5,569-46.7% | $6,342-53.2% |
| Admin fee / account holder | $3,507 | $19,818-82.3% | $16,244-78.4% | $12,315-71.5% |