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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 | $11,433 | $111,785-89.8% | $93,669-87.8% | $145,877-92.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 8.92% | 203.79%-194.9pp | 133.59%-124.7pp | 551.28%-542.4pp |
| Employer contribution / active EE | $494 | $3,096-84.0% | $2,424-79.6% | $4,663-89.4% |
| Participant deferral / active EE | $1,211 | $4,919-75.4% | $4,416-72.6% | $6,691-81.9% |
| Admin fee / account holder | $8,899 | $10,256-13.2% | $8,291+7.3% | $13,402-33.6% |