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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 | $5,784 | $172,111-96.6% | $150,298-96.2% | $137,256-95.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.69% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $631 | $4,636-86.4% | $4,154-84.8% | $4,156-84.8% |
| Participant deferral / active EE | $2,648 | $6,166-57.0% | $5,453-51.4% | $6,407-58.7% |
| Admin fee / account holder | $1,321 | $16,471-92.0% | $14,116-90.6% | $12,270-89.2% |