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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 | $7,865 | $154,228-94.9% | $145,433-94.6% | $137,256-94.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.96% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $533 | $4,804-88.9% | $4,554-88.3% | $4,156-87.2% |
| Participant deferral / active EE | $3,809 | $8,216-53.6% | $7,897-51.8% | $6,407-40.5% |
| Admin fee / account holder | $492 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |