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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 | $6,920 | $181,062-96.2% | $158,223-95.6% | $155,188-95.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 18.45% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $638 | $4,565-86.0% | $4,109-84.5% | $4,248-85.0% |
| Participant deferral / active EE | $1,993 | $6,134-67.5% | $5,467-63.6% | $6,531-69.5% |
| Admin fee / account holder | $1,383 | $18,825-92.7% | $16,047-91.4% | $14,480-90.4% |