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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 | $22,409 | $168,636-86.7% | $147,618-84.8% | $125,388-82.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.62% | 77.65%-74.0pp | 61.98%-58.4pp | 282.24%-278.6pp |
| Employer contribution / active EE | $796 | $6,252-87.3% | $5,565-85.7% | $4,866-83.6% |
| Participant deferral / active EE | $1,958 | $5,507-64.4% | $4,895-60.0% | $5,352-63.4% |
| Admin fee / account holder | $3,518 | $13,580-74.1% | $11,612-69.7% | $9,541-63.1% |