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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 | $3,550 | $181,062-98.0% | $158,223-97.8% | $155,188-97.7% |
| Participation rate | 81.8% | 82.7%-0.8pp | 79.2%+2.6pp | 80.8%+1.0pp |
| Annual return | 23.51% | 57.39%-33.9pp | 52.09%-28.6pp | 148.84%-125.3pp |
| Employer contribution / active EE | $291 | $4,565-93.6% | $4,109-92.9% | $4,248-93.2% |
| Participant deferral / active EE | $2,173 | $6,134-64.6% | $5,467-60.3% | $6,531-66.7% |
| Admin fee / account holder | $342 | $18,825-98.2% | $16,047-97.9% | $14,480-97.6% |