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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 | $24,908 | $168,635-85.2% | $147,617-83.1% | $125,389-80.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.10% | 77.65%-73.6pp | 61.98%-57.9pp | 282.24%-278.1pp |
| Employer contribution / active EE | $1,162 | $6,252-81.4% | $5,564-79.1% | $4,866-76.1% |
| Participant deferral / active EE | $3,888 | $5,507-29.4% | $4,895-20.6% | $5,352-27.3% |
| Admin fee / account holder | $11,875 | $13,580-12.6% | $11,612+2.3% | $9,541+24.5% |