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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 | $8,092 | $156,398-94.8% | $147,318-94.5% | $138,895-94.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.76% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $247 | $4,853-94.9% | $4,593-94.6% | $4,194-94.1% |
| Participant deferral / active EE | $3,069 | $8,237-62.7% | $7,906-61.2% | $6,396-52.0% |
| Admin fee / account holder | $1,319 | $14,976-91.2% | $13,708-90.4% | $12,562-89.5% |