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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 | $6,294 | $162,136-96.1% | $152,301-95.9% | $154,746-95.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 13.15% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $710 | $4,890-85.5% | $4,624-84.7% | $4,379-83.8% |
| Participant deferral / active EE | $2,739 | $8,341-67.2% | $8,004-65.8% | $6,730-59.3% |
| Admin fee / account holder | $2,792 | $15,759-82.3% | $14,398-80.6% | $14,365-80.6% |