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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 | $8,680 | $129,737-93.3% | $119,126-92.7% | $154,746-94.4% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 21.61% | 379.08%-357.5pp | 282.11%-260.5pp | 172.34%-150.7pp |
| Employer contribution / active EE | $523 | $4,375-88.1% | $4,034-87.0% | $4,379-88.1% |
| Participant deferral / active EE | $2,020 | $5,842-65.4% | $5,318-62.0% | $6,730-70.0% |
| Admin fee / account holder | $605 | $11,961-94.9% | $10,693-94.3% | $14,365-95.8% |