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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 | $18,689 | $152,619-87.8% | $125,195-85.1% | $152,909-87.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.29% | 54.85%-37.6pp | 43.79%-26.5pp | 345.46%-328.2pp |
| Employer contribution / active EE | $851 | $4,947-82.8% | $3,866-78.0% | $4,764-82.1% |
| Participant deferral / active EE | $2,835 | $5,869-51.7% | $4,937-42.6% | $5,851-51.5% |
| Admin fee / account holder | $1,429 | $13,437-89.4% | $9,704-85.3% | $11,601-87.7% |