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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 | $10,273 | $183,627-94.4% | $155,602-93.4% | $145,978-93.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 26.79% | 61.32%-34.5pp | 64.81%-38.0pp | 550.52%-523.7pp |
| Employer contribution / active EE | $1,005 | $5,316-81.1% | $4,675-78.5% | $4,662-78.4% |
| Participant deferral / active EE | $5,750 | $6,466-11.1% | $5,629+2.2% | $6,690-14.0% |
| Admin fee / account holder | $661 | $19,327-96.6% | $15,923-95.9% | $13,400-95.1% |