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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 | $6,667 | $183,627-96.4% | $155,602-95.7% | $145,978-95.4% |
| Participation rate | 79.2% | 82.7%-3.5pp | 78.2%+1.0pp | 80.3%-1.1pp |
| Annual return | 40.66% | 61.32%-20.7pp | 64.81%-24.2pp | 550.52%-509.9pp |
| Employer contribution / active EE | $393 | $5,316-92.6% | $4,675-91.6% | $4,662-91.6% |
| Participant deferral / active EE | $2,957 | $6,466-54.3% | $5,629-47.5% | $6,690-55.8% |
| Admin fee / account holder | $424 | $19,327-97.8% | $15,923-97.3% | $13,400-96.8% |