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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 | $7,705 | $156,616-95.1% | $133,346-94.2% | $198,609-96.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.07% | 44.25%-27.2pp | 36.85%-19.8pp | 202.70%-185.6pp |
| Employer contribution / active EE | $412 | $3,368-87.8% | $2,853-85.6% | $5,055-91.9% |
| Participant deferral / active EE | $1,884 | $4,920-61.7% | $4,332-56.5% | $6,977-73.0% |
| Admin fee / account holder | $1,923 | $17,468-89.0% | $14,264-86.5% | $19,030-89.9% |