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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 | $14,564 | $289,211-95.0% | $260,467-94.4% | $198,609-92.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 11.79% | 112.90%-101.1pp | 100.60%-88.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $5 | $4,663-99.9% | $4,239-99.9% | $5,055-99.9% |
| Participant deferral / active EE | $8,955 | $6,812+31.5% | $6,319+41.7% | $6,977+28.4% |
| Admin fee / account holder | $8,241 | $16,236-49.2% | $15,461-46.7% | $19,030-56.7% |