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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 | $21,163 | $157,296-86.5% | $141,191-85.0% | $152,897-86.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.56% | 64.34%-40.8pp | 71.41%-47.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $375 | $5,262-92.9% | $4,736-92.1% | $4,764-92.1% |
| Participant deferral / active EE | $6,610 | $7,111-7.0% | $6,710-1.5% | $5,851+13.0% |
| Admin fee / account holder | $1,218 | $12,125-90.0% | $10,264-88.1% | $11,599-89.5% |