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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 | $5,990 | $185,312-96.8% | $161,489-96.3% | $154,746-96.1% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 17.06% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $926 | $4,769-80.6% | $4,268-78.3% | $4,379-78.9% |
| Participant deferral / active EE | $3,220 | $6,350-49.3% | $5,630-42.8% | $6,730-52.2% |
| Admin fee / account holder | $1,212 | $18,654-93.5% | $16,006-92.4% | $14,365-91.6% |