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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 | $7,934 | $227,566-96.5% | $189,558-95.8% | $167,518-95.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 13.34% | 78.43%-65.1pp | 64.19%-50.8pp | 478.71%-465.4pp |
| Employer contribution / active EE | $595 | $5,316-88.8% | $4,412-86.5% | $4,838-87.7% |
| Participant deferral / active EE | $3,291 | $7,002-53.0% | $6,174-46.7% | $6,342-48.1% |
| Admin fee / account holder | $633 | $11,881-94.7% | $9,809-93.5% | $12,312-94.9% |