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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 | $6,024 | $172,111-96.5% | $150,298-96.0% | $137,256-95.6% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 13.90% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $783 | $4,636-83.1% | $4,154-81.2% | $4,156-81.2% |
| Participant deferral / active EE | $1,779 | $6,166-71.2% | $5,453-67.4% | $6,407-72.2% |
| Admin fee / account holder | $2,975 | $16,471-81.9% | $14,116-78.9% | $12,270-75.8% |