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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 | $4,842 | $174,379-97.2% | $152,093-96.8% | $138,895-96.5% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.8%-7.8pp | 79.9%-9.9pp |
| Annual return | 14.10% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $594 | $4,652-87.2% | $4,175-85.8% | $4,194-85.8% |
| Participant deferral / active EE | $2,830 | $6,159-54.1% | $5,451-48.1% | $6,396-55.8% |
| Admin fee / account holder | $4,671 | $16,880-72.3% | $14,497-67.8% | $12,562-62.8% |