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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 | $6,786 | $217,432-96.9% | $185,849-96.3% | $167,536-95.9% |
| Participation rate | 81.3% | 86.1%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 17.09% | 148.42%-131.3pp | 122.10%-105.0pp | 478.82%-461.7pp |
| Employer contribution / active EE | $524 | $5,875-91.1% | $5,169-89.9% | $4,839-89.2% |
| Participant deferral / active EE | $2,898 | $6,357-54.4% | $5,569-48.0% | $6,342-54.3% |
| Admin fee / account holder | $800 | $19,818-96.0% | $16,244-95.1% | $12,315-93.5% |