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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 | $6,736 | $134,817-95.0% | $123,973-94.6% | $155,188-95.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 12.84% | 515.49%-502.7pp | 388.13%-375.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $150 | $4,425-96.6% | $4,126-96.4% | $4,248-96.5% |
| Participant deferral / active EE | $2,534 | $5,706-55.6% | $5,247-51.7% | $6,531-61.2% |
| Admin fee / account holder | $3,178 | $13,245-76.0% | $11,799-73.1% | $14,480-78.1% |