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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 | $5,505 | $172,111-96.8% | $150,298-96.3% | $137,256-96.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.39% | 69.37%-45.0pp | 62.79%-38.4pp | 220.34%-196.0pp |
| Employer contribution / active EE | $449 | $4,636-90.3% | $4,154-89.2% | $4,156-89.2% |
| Participant deferral / active EE | $7,000 | $6,166+13.5% | $5,453+28.4% | $6,407+9.3% |
| Admin fee / account holder | $390 | $16,471-97.6% | $14,116-97.2% | $12,270-96.8% |