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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 | $4,314 | $114,119-96.2% | $107,187-96.0% | $138,895-96.9% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 79.9%+6.7pp |
| Annual return | 19.43% | 273.21%-253.8pp | 204.55%-185.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $364 | $4,059-91.0% | $3,782-90.4% | $4,194-91.3% |
| Participant deferral / active EE | $1,707 | $5,538-69.2% | $5,096-66.5% | $6,396-73.3% |
| Admin fee / account holder | $566 | $10,024-94.4% | $9,162-93.8% | $12,562-95.5% |