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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 | $5,348 | $181,896-97.1% | $156,551-96.6% | $273,972-98.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.29% | 30.74%-20.4pp | 32.23%-21.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $946 | $6,248-84.9% | $5,501-82.8% | $4,869-80.6% |
| Participant deferral / active EE | $2,076 | $5,550-62.6% | $4,871-57.4% | $5,287-60.7% |
| Admin fee / account holder | $41,943 | $15,560+169.6% | $13,028+221.9% | $10,133+313.9% |