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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 | $14,112 | $175,257-91.9% | $149,717-90.6% | $139,456-89.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.10% | 166.70%-152.6pp | 134.41%-120.3pp | 373.45%-359.3pp |
| Employer contribution / active EE | $746 | $5,477-86.4% | $4,820-84.5% | $4,753-84.3% |
| Participant deferral / active EE | $7,225 | $6,521+10.8% | $5,682+27.2% | $6,711+7.6% |
| Admin fee / account holder | $2,295 | $16,156-85.8% | $13,213-82.6% | $11,407-79.9% |