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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 | $11,827 | $202,342-94.2% | $172,752-93.2% | $152,897-92.3% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 16.38% | 1029.83%-1013.4pp | 802.97%-786.6pp | 345.43%-329.1pp |
| Employer contribution / active EE | $983 | $5,858-83.2% | $5,144-80.9% | $4,764-79.4% |
| Participant deferral / active EE | $3,134 | $5,948-47.3% | $5,198-39.7% | $5,851-46.4% |
| Admin fee / account holder | $2,668 | $17,111-84.4% | $13,955-80.9% | $11,599-77.0% |