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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 | $9,904 | $157,304-93.7% | $141,197-93.0% | $152,909-93.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 27.59% | 64.34%-36.8pp | 71.41%-43.8pp | 345.46%-317.9pp |
| Employer contribution / active EE | $771 | $5,263-85.3% | $4,736-83.7% | $4,764-83.8% |
| Participant deferral / active EE | $3,149 | $7,111-55.7% | $6,710-53.1% | $5,851-46.2% |
| Admin fee / account holder | $1,041 | $12,126-91.4% | $10,265-89.9% | $11,601-91.0% |