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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 | $7,680 | $106,905-92.8% | $84,020-90.9% | $152,885-95.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.11% | 105.00%-83.9pp | 71.31%-50.2pp | 345.39%-324.3pp |
| Employer contribution / active EE | $209 | $2,735-92.4% | $1,984-89.5% | $4,763-95.6% |
| Participant deferral / active EE | $4,103 | $4,012+2.3% | $3,239+26.7% | $5,851-29.9% |
| Admin fee / account holder | $517 | $8,287-93.8% | $6,101-91.5% | $11,598-95.5% |