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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 | $111,535-96.1% | $105,223-95.9% | $137,256-96.9% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 19.43% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $364 | $3,939-90.7% | $3,689-90.1% | $4,156-91.2% |
| Participant deferral / active EE | $1,707 | $5,500-69.0% | $5,072-66.3% | $6,407-73.4% |
| Admin fee / account holder | $566 | $9,721-94.2% | $8,859-93.6% | $12,270-95.4% |