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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 | $17,284 | $201,370-91.4% | $184,256-90.6% | $145,897-88.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.23% | 29.05%-3.8pp | 28.85%-3.6pp | 552.29%-527.1pp |
| Employer contribution / active EE | $999 | $7,024-85.8% | $6,427-84.5% | $4,663-78.6% |
| Participant deferral / active EE | $6,844 | $9,808-30.2% | $9,133-25.1% | $6,689+2.3% |
| Admin fee / account holder | $470 | $16,364-97.1% | $13,899-96.6% | $13,390-96.5% |