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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 | $7,523 | $198,461-96.2% | $170,436-95.6% | $147,585-94.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.17% | 257.30%-239.1pp | 205.94%-187.8pp | 578.57%-560.4pp |
| Employer contribution / active EE | $669 | $6,184-89.2% | $5,433-87.7% | $4,876-86.3% |
| Participant deferral / active EE | $2,825 | $5,629-49.8% | $4,939-42.8% | $5,439-48.1% |
| Admin fee / account holder | $1,125 | $16,852-93.3% | $13,880-91.9% | $10,885-89.7% |