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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 | $5,440 | $185,312-97.1% | $161,489-96.6% | $154,746-96.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.50% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $923 | $4,769-80.6% | $4,268-78.4% | $4,379-78.9% |
| Participant deferral / active EE | $2,059 | $6,350-67.6% | $5,630-63.4% | $6,730-69.4% |
| Admin fee / account holder | $1,294 | $18,654-93.1% | $16,006-91.9% | $14,365-91.0% |