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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 | $5,354 | $183,516-97.1% | $155,534-96.6% | $145,884-96.3% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 9.83% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $825 | $5,315-84.5% | $4,675-82.4% | $4,662-82.3% |
| Participant deferral / active EE | $2,078 | $6,467-67.9% | $5,630-63.1% | $6,690-68.9% |
| Admin fee / account holder | $665 | $19,293-96.6% | $15,900-95.8% | $13,392-95.0% |