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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 | $132,099-91.8% | $115,599-90.7% | $138,895-92.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.72% | 176.76%-162.0pp | 111.10%-96.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $603 | $3,416-82.4% | $2,955-79.6% | $4,194-85.6% |
| Participant deferral / active EE | $2,508 | $5,617-55.3% | $4,889-48.7% | $6,396-60.8% |
| Admin fee / account holder | $2,323 | $15,650-85.2% | $12,841-81.9% | $12,562-81.5% |