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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 | $8,664 | $167,352-94.8% | $143,788-94.0% | $134,509-93.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -0.08% | 0.47%-0.6pp | -0.03%-0.1pp | 418.13%-418.2pp |
| Employer contribution / active EE | $398 | $5,620-92.9% | $4,952-92.0% | $4,741-91.6% |
| Participant deferral / active EE | $2,678 | $6,447-58.5% | $5,638-52.5% | $6,400-58.2% |
| Admin fee / account holder | $6,887 | $18,091-61.9% | $14,675-53.1% | $11,427-39.7% |