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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 | $6,446 | $162,136-96.0% | $152,301-95.8% | $154,746-95.8% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 22.43% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $353 | $4,890-92.8% | $4,624-92.4% | $4,379-91.9% |
| Participant deferral / active EE | $4,491 | $8,341-46.2% | $8,004-43.9% | $6,730-33.3% |
| Admin fee / account holder | $745 | $15,759-95.3% | $14,398-94.8% | $14,365-94.8% |