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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 | $7,855 | $115,810-93.2% | $101,271-92.2% | $158,966-95.1% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 23.53% | 56.15%-32.6pp | 46.48%-23.0pp | 302.95%-279.4pp |
| Employer contribution / active EE | $384 | $4,175-90.8% | $3,660-89.5% | $4,762-91.9% |
| Participant deferral / active EE | $2,920 | $4,958-41.1% | $4,371-33.2% | $5,983-51.2% |
| Admin fee / account holder | $984 | $7,248-86.4% | $5,948-83.5% | $11,250-91.3% |