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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 | $154,228-95.9% | $145,433-95.7% | $137,256-95.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.15% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $710 | $4,804-85.2% | $4,554-84.4% | $4,156-82.9% |
| Participant deferral / active EE | $2,739 | $8,216-66.7% | $7,897-65.3% | $6,407-57.2% |
| Admin fee / account holder | $2,792 | $14,344-80.5% | $13,129-78.7% | $12,270-77.2% |