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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 | $5,973 | $111,814-94.7% | $103,378-94.2% | $145,978-95.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.62% | 24.80%-14.2pp | 24.91%-14.3pp | 550.52%-539.9pp |
| Employer contribution / active EE | $798 | $4,215-81.1% | $3,870-79.4% | $4,662-82.9% |
| Participant deferral / active EE | $4,256 | $5,618-24.2% | $5,058-15.8% | $6,690-36.4% |
| Admin fee / account holder | $536 | $9,764-94.5% | $8,401-93.6% | $13,400-96.0% |