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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 | $5,946 | $155,555-96.2% | $146,866-96.0% | $155,188-96.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 15.24% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $134 | $4,647-97.1% | $4,425-97.0% | $4,248-96.8% |
| Participant deferral / active EE | $4,044 | $8,044-49.7% | $7,759-47.9% | $6,531-38.1% |
| Admin fee / account holder | $20,119 | $14,755+36.4% | $13,620+47.7% | $14,480+38.9% |