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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 | $6,892 | $139,948-95.1% | $121,663-94.3% | $154,746-95.5% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.5%-3.1pp | 80.7%-9.3pp |
| Annual return | 23.03% | 230.52%-207.5pp | 147.54%-124.5pp | 172.34%-149.3pp |
| Employer contribution / active EE | $362 | $3,521-89.7% | $3,020-88.0% | $4,379-91.7% |
| Participant deferral / active EE | $2,678 | $5,629-52.4% | $4,887-45.2% | $6,730-60.2% |
| Admin fee / account holder | $750 | $17,321-95.7% | $14,289-94.8% | $14,365-94.8% |