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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 | $7,730 | $115,917-93.3% | $100,535-92.3% | $158,982-95.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.54% | 34.80%-15.3pp | 30.90%-11.4pp | 302.99%-283.5pp |
| Employer contribution / active EE | $262 | $4,105-93.6% | $3,419-92.3% | $4,763-94.5% |
| Participant deferral / active EE | $5,823 | $6,677-12.8% | $6,271-7.2% | $5,983-2.7% |
| Admin fee / account holder | $687 | $11,002-93.8% | $8,085-91.5% | $11,252-93.9% |