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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 | $13,608 | $140,592-90.3% | $123,105-88.9% | $125,389-89.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.97% | 16.80%-18.8pp | 13.22%-15.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,136 | $6,041-81.2% | $5,151-77.9% | $4,866-76.7% |
| Participant deferral / active EE | $2,358 | $6,980-66.2% | $6,229-62.1% | $5,352-55.9% |
| Admin fee / account holder | $378 | $11,198-96.6% | $9,014-95.8% | $9,541-96.0% |