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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 | $10,417 | $165,399-93.7% | $149,745-93.0% | $158,982-93.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 24.89% | 348.34%-323.4pp | 276.72%-251.8pp | 302.99%-278.1pp |
| Employer contribution / active EE | $692 | $5,105-86.5% | $4,646-85.1% | $4,763-85.5% |
| Participant deferral / active EE | $3,310 | $7,183-53.9% | $6,843-51.6% | $5,983-44.7% |
| Admin fee / account holder | $553 | $10,811-94.9% | $9,312-94.1% | $11,252-95.1% |