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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 | $4,399 | $172,111-97.4% | $150,298-97.1% | $137,256-96.8% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 20.31% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $762 | $4,636-83.6% | $4,154-81.6% | $4,156-81.7% |
| Participant deferral / active EE | $1,683 | $6,166-72.7% | $5,453-69.1% | $6,407-73.7% |
| Admin fee / account holder | $4,490 | $16,471-72.7% | $14,116-68.2% | $12,270-63.4% |