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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 | $10,782 | $132,634-91.9% | $115,768-90.7% | $137,256-92.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.72% | 160.70%-146.0pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $603 | $3,360-82.1% | $2,940-79.5% | $4,156-85.5% |
| Participant deferral / active EE | $2,508 | $5,619-55.4% | $4,917-49.0% | $6,407-60.9% |
| Admin fee / account holder | $2,323 | $15,028-84.5% | $12,439-81.3% | $12,270-81.1% |