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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 | $12,238 | $157,829-92.2% | $136,867-91.1% | $198,609-93.8% |
| Participation rate | 77.3% | 77.2%+0.1pp | 74.5%+2.7pp | 82.4%-5.1pp |
| Annual return | 14.09% | 51.25%-37.2pp | 42.97%-28.9pp | 202.70%-188.6pp |
| Employer contribution / active EE | $591 | $3,923-84.9% | $3,547-83.3% | $5,055-88.3% |
| Participant deferral / active EE | $2,449 | $5,463-55.2% | $4,924-50.3% | $6,977-64.9% |
| Admin fee / account holder | $2,235 | $11,107-79.9% | $10,340-78.4% | $19,030-88.3% |