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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 | $196,972-96.0% | $182,262-95.7% | $198,609-96.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.96% | 158.27%-139.3pp | 140.60%-121.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $533 | $5,364-90.1% | $5,046-89.4% | $5,055-89.5% |
| Participant deferral / active EE | $3,809 | $8,643-55.9% | $8,276-54.0% | $6,977-45.4% |
| Admin fee / account holder | $492 | $18,429-97.3% | $16,712-97.1% | $19,030-97.4% |