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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 | $15,268 | $209,428-92.7% | $178,498-91.4% | $158,950-90.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.65% | 188.78%-175.1pp | 151.09%-137.4pp | 302.91%-289.3pp |
| Employer contribution / active EE | $847 | $5,707-85.2% | $5,011-83.1% | $4,762-82.2% |
| Participant deferral / active EE | $2,283 | $5,955-61.7% | $5,202-56.1% | $5,983-61.8% |
| Admin fee / account holder | $566 | $17,077-96.7% | $13,985-96.0% | $11,248-95.0% |