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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 | $7,256 | $185,312-96.1% | $161,489-95.5% | $154,746-95.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.37% | 103.84%-83.5pp | 89.72%-69.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $832 | $4,769-82.5% | $4,268-80.5% | $4,379-81.0% |
| Participant deferral / active EE | $3,988 | $6,350-37.2% | $5,630-29.2% | $6,730-40.7% |
| Admin fee / account holder | $1,355 | $18,654-92.7% | $16,006-91.5% | $14,365-90.6% |