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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 | $15,619 | $129,737-88.0% | $119,126-86.9% | $154,746-89.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.71% | 379.08%-359.4pp | 282.11%-262.4pp | 172.34%-152.6pp |
| Employer contribution / active EE | $588 | $4,375-86.6% | $4,034-85.4% | $4,379-86.6% |
| Participant deferral / active EE | $8,036 | $5,842+37.6% | $5,318+51.1% | $6,730+19.4% |
| Admin fee / account holder | $534 | $11,961-95.5% | $10,693-95.0% | $14,365-96.3% |