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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 | $11,127 | $227,399-95.1% | $189,758-94.1% | $198,609-94.4% |
| Participation rate | 89.5% | 84.0%+5.5pp | 79.8%+9.7pp | 82.4%+7.1pp |
| Annual return | 21.56% | 61.03%-39.5pp | 52.62%-31.1pp | 202.70%-181.1pp |
| Employer contribution / active EE | $819 | $5,526-85.2% | $4,767-82.8% | $5,055-83.8% |
| Participant deferral / active EE | $3,501 | $6,837-48.8% | $5,856-40.2% | $6,977-49.8% |
| Admin fee / account holder | $419 | $25,162-98.3% | $20,388-97.9% | $19,030-97.8% |