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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 | $156,398-95.3% | $147,318-95.0% | $138,895-94.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 21.39% | 78.75%-57.4pp | 70.43%-49.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $298 | $4,853-93.9% | $4,593-93.5% | $4,194-92.9% |
| Participant deferral / active EE | $5,057 | $8,237-38.6% | $7,906-36.0% | $6,396-20.9% |
| Admin fee / account holder | $3,603 | $14,976-75.9% | $13,708-73.7% | $12,562-71.3% |