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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 | $5,300 | $167,362-96.8% | $143,799-96.3% | $134,532-96.1% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -11.94% | 0.47%-12.4pp | -0.04%-11.9pp | 418.27%-430.2pp |
| Employer contribution / active EE | $948 | $5,620-83.1% | $4,952-80.9% | $4,741-80.0% |
| Participant deferral / active EE | $2,258 | $6,447-65.0% | $5,638-59.9% | $6,401-64.7% |
| Admin fee / account holder | $406 | $18,094-97.8% | $14,677-97.2% | $11,429-96.4% |