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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 | $254,759-97.9% | $216,567-97.5% | $198,609-97.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 81.6%+10.7pp | 82.4%+9.9pp |
| Annual return | 25.62% | 10.04%+15.6pp | 12.94%+12.7pp | 202.70%-177.1pp |
| Employer contribution / active EE | $1,024 | $6,096-83.2% | $5,216-80.4% | $5,055-79.7% |
| Participant deferral / active EE | $2,979 | $6,948-57.1% | $6,191-51.9% | $6,977-57.3% |
| Admin fee / account holder | $317 | $26,311-98.8% | $21,981-98.6% | $19,030-98.3% |