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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 | $3,589 | $196,972-98.2% | $182,262-98.0% | $198,609-98.2% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 11.86% | 158.27%-146.4pp | 140.60%-128.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $598 | $5,364-88.9% | $5,046-88.1% | $5,055-88.2% |
| Participant deferral / active EE | $3,861 | $8,643-55.3% | $8,276-53.3% | $6,977-44.7% |
| Admin fee / account holder | $15,528 | $18,429-15.7% | $16,712-7.1% | $19,030-18.4% |