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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 | $15,163 | $160,028-90.5% | $147,080-89.7% | $145,884-89.6% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 10.71% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $660 | $5,286-87.5% | $4,933-86.6% | $4,662-85.8% |
| Participant deferral / active EE | $3,390 | $8,422-59.7% | $8,066-58.0% | $6,690-49.3% |
| Admin fee / account holder | $9,969 | $15,030-33.7% | $12,989-23.3% | $13,392-25.6% |