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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 | $4,724 | $132,634-96.4% | $115,768-95.9% | $137,256-96.6% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 21.04% | 160.70%-139.7pp | 100.46%-79.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $397 | $3,360-88.2% | $2,940-86.5% | $4,156-90.4% |
| Participant deferral / active EE | $1,720 | $5,619-69.4% | $4,917-65.0% | $6,407-73.2% |
| Admin fee / account holder | $848 | $15,028-94.4% | $12,439-93.2% | $12,270-93.1% |