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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 | $6,028 | $111,814-94.6% | $103,378-94.2% | $145,978-95.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.73% | 24.80%-14.1pp | 24.91%-14.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $134 | $4,215-96.8% | $3,870-96.5% | $4,662-97.1% |
| Participant deferral / active EE | $2,321 | $5,618-58.7% | $5,058-54.1% | $6,690-65.3% |
| Admin fee / account holder | $2,050 | $9,764-79.0% | $8,401-75.6% | $13,400-84.7% |