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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 | $11,337 | $157,829-92.8% | $136,867-91.7% | $198,609-94.3% |
| Participation rate | 85.7% | 77.2%+8.5pp | 74.5%+11.2pp | 82.4%+3.3pp |
| Annual return | 18.97% | 51.25%-32.3pp | 42.97%-24.0pp | 202.70%-183.7pp |
| Employer contribution / active EE | $658 | $3,923-83.2% | $3,547-81.4% | $5,055-87.0% |
| Participant deferral / active EE | $3,079 | $5,463-43.6% | $4,924-37.5% | $6,977-55.9% |
| Admin fee / account holder | $2,956 | $11,107-73.4% | $10,340-71.4% | $19,030-84.5% |