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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 | $10,488 | $175,231-94.0% | $149,696-93.0% | $139,466-92.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 21.59% | 166.77%-145.2pp | 134.46%-112.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $740 | $5,478-86.5% | $4,821-84.6% | $4,754-84.4% |
| Participant deferral / active EE | $3,061 | $6,521-53.1% | $5,682-46.1% | $6,712-54.4% |
| Admin fee / account holder | $12,716 | $16,155-21.3% | $13,212-3.8% | $11,409+11.5% |