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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 | $6,480 | $213,785-97.0% | $185,441-96.5% | $155,188-95.8% |
| Participation rate | 90.9% | 83.2%+7.7pp | 80.3%+10.6pp | 80.8%+10.1pp |
| Annual return | 17.82% | 19.97%-2.2pp | 20.16%-2.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $653 | $5,393-87.9% | $4,672-86.0% | $4,248-84.6% |
| Participant deferral / active EE | $2,148 | $6,864-68.7% | $6,152-65.1% | $6,531-67.1% |
| Admin fee / account holder | $1,564 | $21,134-92.6% | $17,890-91.3% | $14,480-89.2% |