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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 | $12,753 | $196,972-93.5% | $182,262-93.0% | $198,609-93.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.00% | 158.27%-149.3pp | 140.60%-131.6pp | 202.70%-193.7pp |
| Employer contribution / active EE | $473 | $5,364-91.2% | $5,046-90.6% | $5,055-90.7% |
| Participant deferral / active EE | $9,495 | $8,643+9.9% | $8,276+14.7% | $6,977+36.1% |
| Admin fee / account holder | $67,822 | $18,429+268.0% | $16,712+305.8% | $19,030+256.4% |