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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 | $14,250 | $785,698-98.2% | $694,382-97.9% | $554,306-97.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 84.6%+15.4pp |
| Annual return | 98.88% | 9.34%+89.5pp | 9.66%+89.2pp | 10.47%+88.4pp |
| Employer contribution / active EE | $2,501 | $27,225-90.8% | $25,660-90.3% | $25,289-90.1% |
| Participant deferral / active EE | $5,001 | $1,297+285.5% | $1,431+249.5% | $3,690+35.5% |
| Admin fee / account holder | $4,788 | $18,173-73.7% | $15,543-69.2% | $49,540-90.3% |