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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 | $2,550 | $134,817-98.1% | $123,973-97.9% | $155,188-98.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 18.01% | 515.49%-497.5pp | 388.13%-370.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $404 | $4,425-90.9% | $4,126-90.2% | $4,248-90.5% |
| Participant deferral / active EE | $2,075 | $5,706-63.6% | $5,247-60.5% | $6,531-68.2% |
| Admin fee / account holder | $576 | $13,245-95.6% | $11,799-95.1% | $14,480-96.0% |