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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 | $7,078 | $176,120-96.0% | $159,487-95.6% | $167,553-95.8% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 145.62% | 331.95%-186.3pp | 263.71%-118.1pp | 478.89%-333.3pp |
| Employer contribution / active EE | $815 | $5,299-84.6% | $4,831-83.1% | $4,840-83.2% |
| Participant deferral / active EE | $2,644 | $7,752-65.9% | $7,354-64.0% | $6,343-58.3% |
| Admin fee / account holder | $348 | $12,561-97.2% | $10,804-96.8% | $12,316-97.2% |