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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 | $8,948 | $315,200-97.2% | $238,191-96.2% | $155,188-94.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 22.03% | 10.25%+11.8pp | 13.02%+9.0pp | 148.84%-126.8pp |
| Employer contribution / active EE | $1,419 | $6,383-77.8% | $5,082-72.1% | $4,248-66.6% |
| Participant deferral / active EE | $3,604 | $8,044-55.2% | $6,726-46.4% | $6,531-44.8% |
| Admin fee / account holder | $423 | $48,031-99.1% | $34,582-98.8% | $14,480-97.1% |