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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 | $11,910 | $124,425-90.4% | $112,040-89.4% | $137,256-91.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.85% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $219 | $3,411-93.6% | $2,954-92.6% | $4,156-94.7% |
| Participant deferral / active EE | $3,687 | $5,718-35.5% | $5,098-27.7% | $6,407-42.5% |
| Admin fee / account holder | $3,546 | $15,207-76.7% | $12,098-70.7% | $12,270-71.1% |