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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 | $4,760 | $172,111-97.2% | $150,298-96.8% | $137,256-96.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.81% | 69.37%-42.6pp | 62.79%-36.0pp | 220.34%-193.5pp |
| Employer contribution / active EE | $499 | $4,636-89.2% | $4,154-88.0% | $4,156-88.0% |
| Participant deferral / active EE | $2,852 | $6,166-53.7% | $5,453-47.7% | $6,407-55.5% |
| Admin fee / account holder | $2,877 | $16,471-82.5% | $14,116-79.6% | $12,270-76.6% |