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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 | $6,789 | $114,119-94.1% | $107,187-93.7% | $138,895-95.1% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 19.28% | 273.21%-253.9pp | 204.55%-185.3pp | 145.39%-126.1pp |
| Employer contribution / active EE | $752 | $4,059-81.5% | $3,782-80.1% | $4,194-82.1% |
| Participant deferral / active EE | $1,664 | $5,538-69.9% | $5,096-67.3% | $6,396-74.0% |
| Admin fee / account holder | $791 | $10,024-92.1% | $9,162-91.4% | $12,562-93.7% |