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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 | $4,227 | $115,810-96.3% | $101,271-95.8% | $158,966-97.3% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 18.59% | 56.15%-37.6pp | 46.48%-27.9pp | 302.95%-284.4pp |
| Employer contribution / active EE | $721 | $4,175-82.7% | $3,660-80.3% | $4,762-84.9% |
| Participant deferral / active EE | $1,413 | $4,958-71.5% | $4,371-67.7% | $5,983-76.4% |
| Admin fee / account holder | $588 | $7,248-91.9% | $5,948-90.1% | $11,250-94.8% |