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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 | $12,558 | $176,120-92.9% | $159,487-92.1% | $167,553-92.5% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 23.35% | 331.95%-308.6pp | 263.71%-240.4pp | 478.89%-455.5pp |
| Employer contribution / active EE | $559 | $5,299-89.4% | $4,831-88.4% | $4,840-88.4% |
| Participant deferral / active EE | $2,793 | $7,752-64.0% | $7,354-62.0% | $6,343-56.0% |
| Admin fee / account holder | $656 | $12,561-94.8% | $10,804-93.9% | $12,316-94.7% |