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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 | $162,136-96.3% | $152,301-96.1% | $154,746-96.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 15.24% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $134 | $4,890-97.3% | $4,624-97.1% | $4,379-96.9% |
| Participant deferral / active EE | $4,044 | $8,341-51.5% | $8,004-49.5% | $6,730-39.9% |
| Admin fee / account holder | $20,119 | $15,759+27.7% | $14,398+39.7% | $14,365+40.1% |