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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 | $8,073 | $175,257-95.4% | $149,717-94.6% | $139,456-94.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 29.37% | 166.70%-137.3pp | 134.41%-105.0pp | 373.45%-344.1pp |
| Employer contribution / active EE | $661 | $5,477-87.9% | $4,820-86.3% | $4,753-86.1% |
| Participant deferral / active EE | $3,342 | $6,521-48.8% | $5,682-41.2% | $6,711-50.2% |
| Admin fee / account holder | $310 | $16,156-98.1% | $13,213-97.7% | $11,407-97.3% |