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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 | $154,228-91.1% | $145,433-90.5% | $137,256-90.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 31.72% | 74.59%-42.9pp | 66.58%-34.9pp | 220.34%-188.6pp |
| Employer contribution / active EE | $4 | $4,804-99.9% | $4,554-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $7,289 | $8,216-11.3% | $7,897-7.7% | $6,407+13.8% |
| Admin fee / account holder | $4,538 | $14,344-68.4% | $13,129-65.4% | $12,270-63.0% |