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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 | $181,062-96.0% | $158,223-95.4% | $155,188-95.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.37% | 57.39%-37.0pp | 52.09%-31.7pp | 148.84%-128.5pp |
| Employer contribution / active EE | $832 | $4,565-81.8% | $4,109-79.7% | $4,248-80.4% |
| Participant deferral / active EE | $3,988 | $6,134-35.0% | $5,467-27.1% | $6,531-38.9% |
| Admin fee / account holder | $1,355 | $18,825-92.8% | $16,047-91.6% | $14,480-90.6% |