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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 | $13,282 | $165,584-92.0% | $142,942-90.7% | $137,256-90.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 76.8%-1.8pp | 80.0%-5.0pp |
| Annual return | 15.06% | 164.22%-149.2pp | 113.70%-98.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $30 | $4,725-99.4% | $4,139-99.3% | $4,156-99.3% |
| Participant deferral / active EE | $5,979 | $8,194-27.0% | $7,128-16.1% | $6,407-6.7% |
| Admin fee / account holder | $767 | $16,167-95.3% | $12,475-93.9% | $12,270-93.7% |