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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 | $14,087 | $135,956-89.6% | $123,894-88.6% | $273,972-94.9% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 7.41% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $230 | $5,170-95.5% | $4,617-95.0% | $4,869-95.3% |
| Participant deferral / active EE | $2,057 | $6,343-67.6% | $5,984-65.6% | $5,287-61.1% |
| Admin fee / account holder | $1,748 | $9,817-82.2% | $8,357-79.1% | $10,133-82.7% |