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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 | $9,395 | $227,597-95.9% | $189,575-95.0% | $167,536-94.4% |
| Participation rate | 76.9% | 82.5%-5.6pp | 78.4%-1.5pp | 82.1%-5.2pp |
| Annual return | 25.66% | 78.44%-52.8pp | 64.19%-38.5pp | 478.82%-453.2pp |
| Employer contribution / active EE | $154 | $5,316-97.1% | $4,412-96.5% | $4,839-96.8% |
| Participant deferral / active EE | $3,484 | $7,002-50.2% | $6,174-43.6% | $6,342-45.1% |
| Admin fee / account holder | $336 | $11,877-97.2% | $9,806-96.6% | $12,315-97.3% |