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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 | $6,419 | $108,897-94.1% | $100,378-93.6% | $145,877-95.6% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 31.18% | 58.17%-27.0pp | 49.41%-18.2pp | 551.28%-520.1pp |
| Employer contribution / active EE | $205 | $4,420-95.4% | $3,942-94.8% | $4,663-95.6% |
| Participant deferral / active EE | $4,600 | $8,455-45.6% | $8,087-43.1% | $6,691-31.3% |
| Admin fee / account holder | $329 | $9,690-96.6% | $7,899-95.8% | $13,402-97.5% |