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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 | $4,818 | $171,492-97.2% | $150,734-96.8% | $198,609-97.6% |
| Participation rate | 71.4% | 81.4%-10.0pp | 78.4%-7.0pp | 82.4%-10.9pp |
| Annual return | 14.14% | 804.70%-790.6pp | 600.81%-586.7pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,177 | $5,470-78.5% | $4,918-76.1% | $5,055-76.7% |
| Participant deferral / active EE | $2,620 | $6,259-58.1% | $5,610-53.3% | $6,977-62.4% |
| Admin fee / account holder | $2,946 | $17,628-83.3% | $14,905-80.2% | $19,030-84.5% |