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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 | $5,098 | $139,948-96.4% | $121,663-95.8% | $154,746-96.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 10.18% | 230.52%-220.3pp | 147.54%-137.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $475 | $3,521-86.5% | $3,020-84.3% | $4,379-89.2% |
| Participant deferral / active EE | $2,211 | $5,629-60.7% | $4,887-54.8% | $6,730-67.2% |
| Admin fee / account holder | $1,067 | $17,321-93.8% | $14,289-92.5% | $14,365-92.6% |