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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 | $12,322 | $129,737-90.5% | $119,126-89.7% | $154,746-92.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 22.05% | 379.08%-357.0pp | 282.11%-260.1pp | 172.34%-150.3pp |
| Employer contribution / active EE | $892 | $4,375-79.6% | $4,034-77.9% | $4,379-79.6% |
| Participant deferral / active EE | $4,012 | $5,842-31.3% | $5,318-24.5% | $6,730-40.4% |
| Admin fee / account holder | $556 | $11,961-95.3% | $10,693-94.8% | $14,365-96.1% |