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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 | $6,864 | $162,136-95.8% | $152,301-95.5% | $154,746-95.6% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 43.59% | 91.02%-47.4pp | 80.50%-36.9pp | 172.34%-128.7pp |
| Employer contribution / active EE | $823 | $4,890-83.2% | $4,624-82.2% | $4,379-81.2% |
| Participant deferral / active EE | $2,978 | $8,341-64.3% | $8,004-62.8% | $6,730-55.8% |
| Admin fee / account holder | $705 | $15,759-95.5% | $14,398-95.1% | $14,365-95.1% |