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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 | $11,645 | $185,312-93.7% | $161,489-92.8% | $154,746-92.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.44% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $438 | $4,769-90.8% | $4,268-89.7% | $4,379-90.0% |
| Participant deferral / active EE | $2,664 | $6,350-58.1% | $5,630-52.7% | $6,730-60.4% |
| Admin fee / account holder | $2,356 | $18,654-87.4% | $16,006-85.3% | $14,365-83.6% |