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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 | $7,718 | $217,432-96.5% | $185,851-95.8% | $167,553-95.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.00% | 148.43%-136.4pp | 122.11%-110.1pp | 478.89%-466.9pp |
| Employer contribution / active EE | $924 | $5,874-84.3% | $5,168-82.1% | $4,840-80.9% |
| Participant deferral / active EE | $2,421 | $6,357-61.9% | $5,569-56.5% | $6,343-61.8% |
| Admin fee / account holder | $523 | $19,820-97.4% | $16,245-96.8% | $12,316-95.8% |