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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 | $5,864 | $185,312-96.8% | $161,489-96.4% | $154,746-96.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.35% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $878 | $4,769-81.6% | $4,268-79.4% | $4,379-80.0% |
| Participant deferral / active EE | $2,590 | $6,350-59.2% | $5,630-54.0% | $6,730-61.5% |
| Admin fee / account holder | $2,043 | $18,654-89.0% | $16,006-87.2% | $14,365-85.8% |