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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 | $7,359 | $155,555-95.3% | $146,866-95.0% | $155,188-95.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 21.39% | 115.41%-94.0pp | 102.85%-81.5pp | 148.84%-127.5pp |
| Employer contribution / active EE | $298 | $4,647-93.6% | $4,425-93.3% | $4,248-93.0% |
| Participant deferral / active EE | $5,057 | $8,044-37.1% | $7,759-34.8% | $6,531-22.6% |
| Admin fee / account holder | $3,603 | $14,755-75.6% | $13,620-73.5% | $14,480-75.1% |