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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 | $5,946 | $185,856-96.8% | $170,028-96.5% | $139,456-95.7% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 58.49% | 60.52%-2.0pp | 53.39%+5.1pp | 373.45%-315.0pp |
| Employer contribution / active EE | $963 | $7,593-87.3% | $6,788-85.8% | $4,753-79.7% |
| Participant deferral / active EE | $3,327 | $11,623-71.4% | $10,409-68.0% | $6,711-50.4% |
| Admin fee / account holder | $516 | $15,387-96.6% | $12,820-96.0% | $11,407-95.5% |