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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 | $4,292 | $111,535-96.2% | $105,223-95.9% | $137,256-96.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 175.58% | 237.85%-62.3pp | 180.65%-5.1pp | 220.34%-44.8pp |
| Employer contribution / active EE | $567 | $3,939-85.6% | $3,689-84.6% | $4,156-86.4% |
| Participant deferral / active EE | $2,583 | $5,500-53.0% | $5,072-49.1% | $6,407-59.7% |
| Admin fee / account holder | $1,435 | $9,721-85.2% | $8,859-83.8% | $12,270-88.3% |