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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 | $8,680 | $134,817-93.6% | $123,973-93.0% | $155,188-94.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.7%+10.8pp | 80.8%+6.7pp |
| Annual return | 21.61% | 515.49%-493.9pp | 388.13%-366.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $523 | $4,425-88.2% | $4,126-87.3% | $4,248-87.7% |
| Participant deferral / active EE | $2,020 | $5,706-64.6% | $5,247-61.5% | $6,531-69.1% |
| Admin fee / account holder | $605 | $13,245-95.4% | $11,799-94.9% | $14,480-95.8% |