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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 | $129,737-96.7% | $119,126-96.4% | $154,746-97.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 175.58% | 379.08%-203.5pp | 282.11%-106.5pp | 172.34%+3.2pp |
| Employer contribution / active EE | $567 | $4,375-87.0% | $4,034-85.9% | $4,379-87.1% |
| Participant deferral / active EE | $2,583 | $5,842-55.8% | $5,318-51.4% | $6,730-61.6% |
| Admin fee / account holder | $1,435 | $11,961-88.0% | $10,693-86.6% | $14,365-90.0% |