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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 | $15,318 | $165,381-90.7% | $149,730-89.8% | $158,966-90.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.59% | 348.29%-330.7pp | 276.70%-259.1pp | 302.95%-285.4pp |
| Employer contribution / active EE | $787 | $5,104-84.6% | $4,645-83.1% | $4,762-83.5% |
| Participant deferral / active EE | $5,157 | $7,182-28.2% | $6,843-24.6% | $5,983-13.8% |
| Admin fee / account holder | $1,150 | $10,809-89.4% | $9,310-87.6% | $11,250-89.8% |