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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 | $5,374 | $114,119-95.3% | $107,187-95.0% | $138,895-96.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 79.9%+10.1pp |
| Annual return | 17.07% | 273.21%-256.1pp | 204.55%-187.5pp | 145.39%-128.3pp |
| Employer contribution / active EE | $601 | $4,059-85.2% | $3,782-84.1% | $4,194-85.7% |
| Participant deferral / active EE | $1,816 | $5,538-67.2% | $5,096-64.4% | $6,396-71.6% |
| Admin fee / account holder | $916 | $10,024-90.9% | $9,162-90.0% | $12,562-92.7% |