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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 | $24,812 | $209,425-88.2% | $178,499-86.1% | $158,966-84.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.37% | 188.80%-177.4pp | 151.10%-139.7pp | 302.95%-291.6pp |
| Employer contribution / active EE | $976 | $5,707-82.9% | $5,011-80.5% | $4,762-79.5% |
| Participant deferral / active EE | $7,609 | $5,955+27.8% | $5,202+46.3% | $5,983+27.2% |
| Admin fee / account holder | $11,495 | $17,078-32.7% | $13,986-17.8% | $11,250+2.2% |