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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 | $5,606 | $154,228-96.4% | $145,433-96.1% | $137,256-95.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 16.48% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $325 | $4,804-93.2% | $4,554-92.9% | $4,156-92.2% |
| Participant deferral / active EE | $2,659 | $8,216-67.6% | $7,897-66.3% | $6,407-58.5% |
| Admin fee / account holder | $733 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |