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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 | $12,673 | $124,980-89.9% | $108,359-88.3% | $154,746-91.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.49% | 45.00%-28.5pp | 36.89%-20.4pp | 172.34%-155.9pp |
| Employer contribution / active EE | $390 | $2,851-86.3% | $2,399-83.7% | $4,379-91.1% |
| Participant deferral / active EE | $2,217 | $4,743-53.3% | $4,137-46.4% | $6,730-67.1% |
| Admin fee / account holder | $1,116 | $11,502-90.3% | $9,741-88.5% | $14,365-92.2% |