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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 | $13,127 | $209,428-93.7% | $178,498-92.6% | $158,950-91.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.24% | 188.78%-162.5pp | 151.09%-124.9pp | 302.91%-276.7pp |
| Employer contribution / active EE | $495 | $5,707-91.3% | $5,011-90.1% | $4,762-89.6% |
| Participant deferral / active EE | $4,947 | $5,955-16.9% | $5,202-4.9% | $5,983-17.3% |
| Admin fee / account holder | $352 | $17,077-97.9% | $13,985-97.5% | $11,248-96.9% |