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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 | $6,015 | $152,074-96.0% | $137,474-95.6% | $198,609-97.0% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 14.90% | 10.68%+4.2pp | 11.53%+3.4pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,843 | $5,444-66.1% | $5,048-63.5% | $5,055-63.5% |
| Participant deferral / active EE | $3,013 | $6,522-53.8% | $6,155-51.1% | $6,977-56.8% |
| Admin fee / account holder | $1,873 | $11,950-84.3% | $10,602-82.3% | $19,030-90.2% |