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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 | $5,450 | $199,109-97.3% | $173,730-96.9% | $154,746-96.5% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.6%+12.7pp | 80.7%+11.6pp |
| Annual return | 25.62% | 20.02%+5.6pp | 19.96%+5.7pp | 172.34%-146.7pp |
| Employer contribution / active EE | $1,024 | $5,311-80.7% | $4,577-77.6% | $4,379-76.6% |
| Participant deferral / active EE | $2,979 | $7,113-58.1% | $6,326-52.9% | $6,730-55.7% |
| Admin fee / account holder | $317 | $20,916-98.5% | $17,523-98.2% | $14,365-97.8% |