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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 | $10,286 | $102,609-90.0% | $98,090-89.5% | $138,895-92.6% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 17.70% | 36.44%-18.7pp | 37.05%-19.3pp | 145.39%-127.7pp |
| Employer contribution / active EE | $31 | $3,867-99.2% | $3,606-99.1% | $4,194-99.3% |
| Participant deferral / active EE | $10,062 | $8,167+23.2% | $7,845+28.3% | $6,396+57.3% |
| Admin fee / account holder | $1,463 | $11,434-87.2% | $11,815-87.6% | $12,562-88.4% |