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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 | $5,234 | $114,119-95.4% | $107,187-95.1% | $138,895-96.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.64% | 273.21%-256.6pp | 204.55%-187.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $97 | $4,059-97.6% | $3,782-97.4% | $4,194-97.7% |
| Participant deferral / active EE | $7,161 | $5,538+29.3% | $5,096+40.5% | $6,396+12.0% |
| Admin fee / account holder | $556 | $10,024-94.5% | $9,162-93.9% | $12,562-95.6% |