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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 | $162,136-97.8% | $152,301-97.6% | $154,746-97.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 11.86% | 91.02%-79.2pp | 80.50%-68.6pp | 172.34%-160.5pp |
| Employer contribution / active EE | $598 | $4,890-87.8% | $4,624-87.1% | $4,379-86.3% |
| Participant deferral / active EE | $3,861 | $8,341-53.7% | $8,004-51.8% | $6,730-42.6% |
| Admin fee / account holder | $15,528 | $15,759-1.5% | $14,398+7.9% | $14,365+8.1% |