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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 | $10,645 | $98,463-89.2% | $119,237-91.1% | $85,851-87.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 36.63% | 38.53%-1.9pp | 30.70%+5.9pp | 318.63%-282.0pp |
| Employer contribution / active EE | $893 | $3,698-75.9% | $4,383-79.6% | $2,565-65.2% |
| Participant deferral / active EE | $2,621 | $4,942-47.0% | $6,112-57.1% | $3,952-33.7% |
| Admin fee / account holder | $462 | $7,493-93.8% | $7,229-93.6% | $6,261-92.6% |