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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 | $5,424 | $181,896-97.0% | $156,551-96.5% | $273,972-98.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 4.68% | 30.74%-26.1pp | 32.23%-27.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $264 | $6,248-95.8% | $5,501-95.2% | $4,869-94.6% |
| Participant deferral / active EE | $4,604 | $5,550-17.1% | $4,871-5.5% | $5,287-12.9% |
| Admin fee / account holder | $4,944 | $15,560-68.2% | $13,028-62.0% | $10,133-51.2% |