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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 | $15,585 | $156,398-90.0% | $147,318-89.4% | $138,895-88.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 23.21% | 78.75%-55.5pp | 70.43%-47.2pp | 145.39%-122.2pp |
| Employer contribution / active EE | $9 | $4,853-99.8% | $4,593-99.8% | $4,194-99.8% |
| Participant deferral / active EE | $8,005 | $8,237-2.8% | $7,906+1.3% | $6,396+25.2% |
| Admin fee / account holder | $734 | $14,976-95.1% | $13,708-94.6% | $12,562-94.2% |