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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 | $11,049 | $183,539-94.0% | $155,556-92.9% | $145,897-92.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 30.04% | 61.31%-31.3pp | 64.84%-34.8pp | 552.29%-522.2pp |
| Employer contribution / active EE | $815 | $5,315-84.7% | $4,675-82.6% | $4,663-82.5% |
| Participant deferral / active EE | $1,950 | $6,467-69.8% | $5,631-65.4% | $6,689-70.8% |
| Admin fee / account holder | $370 | $19,275-98.1% | $15,885-97.7% | $13,390-97.2% |