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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 | $10,905 | $181,062-94.0% | $158,223-93.1% | $155,188-93.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.88% | 57.39%-37.5pp | 52.09%-32.2pp | 148.84%-129.0pp |
| Employer contribution / active EE | $545 | $4,565-88.1% | $4,109-86.7% | $4,248-87.2% |
| Participant deferral / active EE | $6,201 | $6,134+1.1% | $5,467+13.4% | $6,531-5.1% |
| Admin fee / account holder | $353 | $18,825-98.1% | $16,047-97.8% | $14,480-97.6% |