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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 | $13,761 | $162,136-91.5% | $152,301-91.0% | $154,746-91.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 31.72% | 91.02%-59.3pp | 80.50%-48.8pp | 172.34%-140.6pp |
| Employer contribution / active EE | $4 | $4,890-99.9% | $4,624-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $7,289 | $8,341-12.6% | $8,004-8.9% | $6,730+8.3% |
| Admin fee / account holder | $4,538 | $15,759-71.2% | $14,398-68.5% | $14,365-68.4% |