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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 | $8,899 | $175,231-94.9% | $149,696-94.1% | $139,466-93.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.45% | 166.77%-150.3pp | 134.46%-118.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $724 | $5,478-86.8% | $4,821-85.0% | $4,754-84.8% |
| Participant deferral / active EE | $3,791 | $6,521-41.9% | $5,682-33.3% | $6,712-43.5% |
| Admin fee / account holder | $4,588 | $16,155-71.6% | $13,212-65.3% | $11,409-59.8% |