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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 | $178,174-96.9% | $156,181-96.5% | $137,256-96.0% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 25.62% | 84.19%-58.6pp | 64.87%-39.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,024 | $4,972-79.4% | $4,294-76.2% | $4,156-75.4% |
| Participant deferral / active EE | $2,979 | $6,888-56.8% | $6,132-51.4% | $6,407-53.5% |
| Admin fee / account holder | $317 | $17,404-98.2% | $14,586-97.8% | $12,270-97.4% |