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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 | $158,393-91.6% | $143,412-90.7% | $155,188-91.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 78.5%-3.5pp | 80.8%-5.8pp |
| Annual return | 15.06% | 324.22%-309.2pp | 256.99%-241.9pp | 148.84%-133.8pp |
| Employer contribution / active EE | $30 | $3,911-99.2% | $3,748-99.2% | $4,248-99.3% |
| Participant deferral / active EE | $5,979 | $7,193-16.9% | $6,816-12.3% | $6,531-8.5% |
| Admin fee / account holder | $767 | $12,964-94.1% | $11,396-93.3% | $14,480-94.7% |