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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 | $5,590 | $201,372-97.2% | $184,260-97.0% | $145,884-96.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,053 | $7,024-85.0% | $6,427-83.6% | $4,662-77.4% |
| Participant deferral / active EE | $4,567 | $9,808-53.4% | $9,133-50.0% | $6,690-31.7% |
| Admin fee / account holder | $332 | $16,362-98.0% | $13,898-97.6% | $13,392-97.5% |