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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 | $6,122 | $111,535-94.5% | $105,223-94.2% | $137,256-95.5% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 80.0%+15.5pp |
| Annual return | 13.57% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $465 | $3,939-88.2% | $3,689-87.4% | $4,156-88.8% |
| Participant deferral / active EE | $1,755 | $5,500-68.1% | $5,072-65.4% | $6,407-72.6% |
| Admin fee / account holder | $1,963 | $9,721-79.8% | $8,859-77.8% | $12,270-84.0% |