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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 | $8,030 | $227,566-96.5% | $189,558-95.8% | $167,518-95.2% |
| Participation rate | 71.4% | 82.5%-11.1pp | 78.5%-7.0pp | 82.1%-10.7pp |
| Annual return | 19.81% | 78.43%-58.6pp | 64.19%-44.4pp | 478.71%-458.9pp |
| Employer contribution / active EE | $589 | $5,316-88.9% | $4,412-86.6% | $4,838-87.8% |
| Participant deferral / active EE | $1,942 | $7,002-72.3% | $6,174-68.5% | $6,342-69.4% |
| Admin fee / account holder | $626 | $11,881-94.7% | $9,809-93.6% | $12,312-94.9% |