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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 | $11,346 | $183,539-93.8% | $155,556-92.7% | $145,897-92.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.23% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $517 | $5,315-90.3% | $4,675-88.9% | $4,663-88.9% |
| Participant deferral / active EE | $4,443 | $6,467-31.3% | $5,631-21.1% | $6,689-33.6% |
| Admin fee / account holder | $4,238 | $19,275-78.0% | $15,885-73.3% | $13,390-68.4% |