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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 | $156,398-95.6% | $147,318-95.3% | $138,895-95.1% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 43.59% | 78.75%-35.2pp | 70.43%-26.8pp | 145.39%-101.8pp |
| Employer contribution / active EE | $823 | $4,853-83.0% | $4,593-82.1% | $4,194-80.4% |
| Participant deferral / active EE | $2,978 | $8,237-63.8% | $7,906-62.3% | $6,396-53.4% |
| Admin fee / account holder | $705 | $14,976-95.3% | $13,708-94.9% | $12,562-94.4% |