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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 | $5,035 | $99,079-94.9% | $78,002-93.5% | $273,972-98.2% |
| Participation rate | 77.3% | 78.6%-1.3pp | 75.5%+1.7pp | 83.0%-5.7pp |
| Annual return | 5.57% | 217.93%-212.4pp | 425.99%-420.4pp | 41.46%-35.9pp |
| Employer contribution / active EE | $342 | $3,308-89.7% | $2,470-86.2% | $4,869-93.0% |
| Participant deferral / active EE | $1,056 | $4,306-75.5% | $3,497-69.8% | $5,287-80.0% |
| Admin fee / account holder | $1,092 | $8,954-87.8% | $5,481-80.1% | $10,133-89.2% |