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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 | $9,047 | $181,062-95.0% | $158,223-94.3% | $155,188-94.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.27% | 57.39%-36.1pp | 52.09%-30.8pp | 148.84%-127.6pp |
| Employer contribution / active EE | $449 | $4,565-90.2% | $4,109-89.1% | $4,248-89.4% |
| Participant deferral / active EE | $2,729 | $6,134-55.5% | $5,467-50.1% | $6,531-58.2% |
| Admin fee / account holder | $375 | $18,825-98.0% | $16,047-97.7% | $14,480-97.4% |