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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 | $4,213 | $181,062-97.7% | $158,223-97.3% | $155,188-97.3% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 18.07% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.8pp |
| Employer contribution / active EE | $371 | $4,565-91.9% | $4,109-91.0% | $4,248-91.3% |
| Participant deferral / active EE | $2,637 | $6,134-57.0% | $5,467-51.8% | $6,531-59.6% |
| Admin fee / account holder | $912 | $18,825-95.2% | $16,047-94.3% | $14,480-93.7% |