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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 | $5,861 | $232,540-97.5% | $185,117-96.8% | $147,586-96.0% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 18.09% | 43.03%-24.9pp | 40.50%-22.4pp | 578.59%-560.5pp |
| Employer contribution / active EE | $313 | $5,195-94.0% | $4,182-92.5% | $4,876-93.6% |
| Participant deferral / active EE | $2,656 | $5,834-54.5% | $5,045-47.3% | $5,439-51.2% |
| Admin fee / account holder | $2,686 | $10,275-73.9% | $8,159-67.1% | $10,886-75.3% |