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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 | $9,400 | $144,124-93.5% | $117,857-92.0% | $147,585-93.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.87% | 531.17%-511.3pp | 335.09%-315.2pp | 578.57%-558.7pp |
| Employer contribution / active EE | $77 | $4,897-98.4% | $3,786-98.0% | $4,876-98.4% |
| Participant deferral / active EE | $2,378 | $5,316-55.3% | $4,482-46.9% | $5,439-56.3% |
| Admin fee / account holder | $337 | $10,886-96.9% | $8,020-95.8% | $10,885-96.9% |