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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 | $132,634-94.8% | $115,768-94.0% | $137,256-95.0% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.4%-3.0pp | 80.0%-8.5pp |
| Annual return | 23.03% | 160.70%-137.7pp | 100.46%-77.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $362 | $3,360-89.2% | $2,940-87.7% | $4,156-91.3% |
| Participant deferral / active EE | $2,678 | $5,619-52.3% | $4,917-45.5% | $6,407-58.2% |
| Admin fee / account holder | $750 | $15,028-95.0% | $12,439-94.0% | $12,270-93.9% |