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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 | $2,611 | $174,379-98.5% | $152,093-98.3% | $138,895-98.1% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 17.54% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $462 | $4,652-90.1% | $4,175-88.9% | $4,194-89.0% |
| Participant deferral / active EE | $1,714 | $6,159-72.2% | $5,451-68.6% | $6,396-73.2% |
| Admin fee / account holder | $839 | $16,880-95.0% | $14,497-94.2% | $12,562-93.3% |