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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 | $5,574 | $185,312-97.0% | $161,489-96.5% | $154,746-96.4% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 20.03% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $786 | $4,769-83.5% | $4,268-81.6% | $4,379-82.0% |
| Participant deferral / active EE | $2,113 | $6,350-66.7% | $5,630-62.5% | $6,730-68.6% |
| Admin fee / account holder | $504 | $18,654-97.3% | $16,006-96.8% | $14,365-96.5% |