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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 | $6,142 | $160,070-96.2% | $147,117-95.8% | $145,897-95.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 17.76% | 98.69%-80.9pp | 420.54%-402.8pp | 552.29%-534.5pp |
| Employer contribution / active EE | $562 | $5,285-89.4% | $4,932-88.6% | $4,663-87.9% |
| Participant deferral / active EE | $3,472 | $8,419-58.8% | $8,065-56.9% | $6,689-48.1% |
| Admin fee / account holder | $459 | $15,035-96.9% | $12,993-96.5% | $13,390-96.6% |