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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 | $172,111-97.2% | $150,298-96.8% | $137,256-96.5% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 14.10% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $594 | $4,636-87.2% | $4,154-85.7% | $4,156-85.7% |
| Participant deferral / active EE | $2,830 | $6,166-54.1% | $5,453-48.1% | $6,407-55.8% |
| Admin fee / account holder | $4,671 | $16,471-71.6% | $14,116-66.9% | $12,270-61.9% |