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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 | $11,959 | $175,231-93.2% | $149,696-92.0% | $139,466-91.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.18% | 166.77%-151.6pp | 134.46%-119.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $520 | $5,478-90.5% | $4,821-89.2% | $4,754-89.1% |
| Participant deferral / active EE | $6,138 | $6,521-5.9% | $5,682+8.0% | $6,712-8.6% |
| Admin fee / account holder | $430 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |