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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 | $11,480 | $105,145-89.1% | $94,664-87.9% | $139,466-91.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 16.91% | 38.09%-21.2pp | 156.84%-139.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $166 | $4,107-96.0% | $3,673-95.5% | $4,754-96.5% |
| Participant deferral / active EE | $6,889 | $7,599-9.3% | $7,417-7.1% | $6,712+2.6% |
| Admin fee / account holder | $11,178 | $8,972+24.6% | $7,222+54.8% | $11,409-2.0% |