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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 | $13,827 | $148,623-90.7% | $135,974-89.8% | $139,466-90.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.78% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.9pp |
| Employer contribution / active EE | $72 | $5,246-98.6% | $4,859-98.5% | $4,754-98.5% |
| Participant deferral / active EE | $3,060 | $8,103-62.2% | $7,760-60.6% | $6,712-54.4% |
| Admin fee / account holder | $5,228 | $12,406-57.9% | $10,767-51.4% | $11,409-54.2% |