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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 | $15,303 | $201,344-92.4% | $184,243-91.7% | $145,877-89.5% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 177.88% | 29.01%+148.9pp | 28.82%+149.1pp | 551.28%-373.4pp |
| Employer contribution / active EE | $359 | $7,022-94.9% | $6,427-94.4% | $4,663-92.3% |
| Participant deferral / active EE | $6,231 | $9,807-36.5% | $9,132-31.8% | $6,691-6.9% |
| Admin fee / account holder | $450 | $16,382-97.3% | $13,914-96.8% | $13,402-96.6% |