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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 | $22,796 | $168,635-86.5% | $147,617-84.6% | $125,389-81.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.05% | 77.65%-74.6pp | 61.98%-58.9pp | 282.24%-279.2pp |
| Employer contribution / active EE | $290 | $6,252-95.4% | $5,564-94.8% | $4,866-94.0% |
| Participant deferral / active EE | $2,018 | $5,507-63.4% | $4,895-58.8% | $5,352-62.3% |
| Admin fee / account holder | $1,441 | $13,580-89.4% | $11,612-87.6% | $9,541-84.9% |