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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 | $11,657 | $198,462-94.1% | $170,439-93.2% | $147,585-92.1% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 12.25% | 257.30%-245.1pp | 205.94%-193.7pp | 578.58%-566.3pp |
| Employer contribution / active EE | $545 | $6,184-91.2% | $5,433-90.0% | $4,876-88.8% |
| Participant deferral / active EE | $2,073 | $5,629-63.2% | $4,939-58.0% | $5,439-61.9% |
| Admin fee / account holder | $3,788 | $16,852-77.5% | $13,881-72.7% | $10,886-65.2% |