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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 | $9,842 | $172,111-94.3% | $150,298-93.5% | $137,256-92.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.62% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $690 | $4,636-85.1% | $4,154-83.4% | $4,156-83.4% |
| Participant deferral / active EE | $1,702 | $6,166-72.4% | $5,453-68.8% | $6,407-73.4% |
| Admin fee / account holder | $6,922 | $16,471-58.0% | $14,116-51.0% | $12,270-43.6% |