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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 | $12,037 | $168,636-92.9% | $147,617-91.8% | $125,393-90.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.06% | 77.65%-77.6pp | 61.98%-61.9pp | 282.23%-282.2pp |
| Employer contribution / active EE | $979 | $6,252-84.3% | $5,565-82.4% | $4,866-79.9% |
| Participant deferral / active EE | $1,942 | $5,507-64.7% | $4,895-60.3% | $5,351-63.7% |
| Admin fee / account holder | $6,996 | $13,580-48.5% | $11,611-39.8% | $9,541-26.7% |