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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 | $11,818 | $166,268-92.9% | $165,100-92.8% | $145,897-91.9% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.6%-0.4pp | 80.3%-2.0pp |
| Annual return | 9.75% | 100.52%-90.8pp | 70.21%-60.5pp | 552.29%-542.5pp |
| Employer contribution / active EE | $421 | $5,284-92.0% | $4,348-90.3% | $4,663-91.0% |
| Participant deferral / active EE | $2,215 | $6,964-68.2% | $6,035-63.3% | $6,689-66.9% |
| Admin fee / account holder | $2,083 | $16,659-87.5% | $12,696-83.6% | $13,390-84.4% |