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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 | $10,197 | $175,257-94.2% | $149,717-93.2% | $139,456-92.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.65% | 166.70%-147.0pp | 134.41%-114.8pp | 373.45%-353.8pp |
| Employer contribution / active EE | $869 | $5,477-84.1% | $4,820-82.0% | $4,753-81.7% |
| Participant deferral / active EE | $2,009 | $6,521-69.2% | $5,682-64.6% | $6,711-70.1% |
| Admin fee / account holder | $864 | $16,156-94.7% | $13,213-93.5% | $11,407-92.4% |