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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 | $9,469 | $162,136-94.2% | $152,301-93.8% | $154,746-93.9% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 53.48% | 91.02%-37.5pp | 80.50%-27.0pp | 172.34%-118.9pp |
| Employer contribution / active EE | $217 | $4,890-95.6% | $4,624-95.3% | $4,379-95.0% |
| Participant deferral / active EE | $4,628 | $8,341-44.5% | $8,004-42.2% | $6,730-31.2% |
| Admin fee / account holder | $416 | $15,759-97.4% | $14,398-97.1% | $14,365-97.1% |