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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 | $19,070 | $166,268-88.5% | $165,100-88.4% | $145,897-86.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.67% | 100.52%-86.9pp | 70.21%-56.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $278 | $5,284-94.7% | $4,348-93.6% | $4,663-94.0% |
| Participant deferral / active EE | $2,049 | $6,964-70.6% | $6,035-66.1% | $6,689-69.4% |
| Admin fee / account holder | $341 | $16,659-98.0% | $12,696-97.3% | $13,390-97.5% |