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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 | $9,198 | $96,236-90.4% | $133,698-93.1% | $80,959-88.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 15.57% | 28.74%-13.2pp | 580.90%-565.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $5 | $3,350-99.8% | $4,218-99.9% | $2,757-99.8% |
| Participant deferral / active EE | $7,212 | $5,709+26.3% | $7,016+2.8% | $4,300+67.7% |
| Admin fee / account holder | $844 | $8,250-89.8% | $6,703-87.4% | $6,925-87.8% |