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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 | $15,713 | $160,028-90.2% | $147,080-89.3% | $145,884-89.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 12.38% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $942 | $5,286-82.2% | $4,933-80.9% | $4,662-79.8% |
| Participant deferral / active EE | $6,347 | $8,422-24.6% | $8,066-21.3% | $6,690-5.1% |
| Admin fee / account holder | $1,105 | $15,030-92.6% | $12,989-91.5% | $13,392-91.7% |