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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 | $25,090 | $152,612-83.6% | $125,192-80.0% | $152,897-83.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.10% | 54.85%-35.7pp | 43.79%-24.7pp | 345.43%-326.3pp |
| Employer contribution / active EE | $833 | $4,947-83.2% | $3,866-78.5% | $4,764-82.5% |
| Participant deferral / active EE | $2,224 | $5,868-62.1% | $4,937-55.0% | $5,851-62.0% |
| Admin fee / account holder | $8,805 | $13,437-34.5% | $9,704-9.3% | $11,599-24.1% |