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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 | $6,804 | $108,882-93.8% | $96,754-93.0% | $154,746-95.6% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | 22.24% | 98.39%-76.1pp | 82.04%-59.8pp | 172.34%-150.1pp |
| Employer contribution / active EE | $64 | $3,018-97.9% | $2,679-97.6% | $4,379-98.5% |
| Participant deferral / active EE | $1,357 | $5,323-74.5% | $4,758-71.5% | $6,730-79.8% |
| Admin fee / account holder | $826 | $10,200-91.9% | $8,905-90.7% | $14,365-94.3% |