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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 | $12,447 | $227,399-94.5% | $189,758-93.4% | $198,609-93.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 79.8%+13.5pp | 82.4%+11.0pp |
| Annual return | 13.76% | 61.03%-47.3pp | 52.62%-38.9pp | 202.70%-188.9pp |
| Employer contribution / active EE | $975 | $5,526-82.4% | $4,767-79.5% | $5,055-80.7% |
| Participant deferral / active EE | $3,837 | $6,837-43.9% | $5,856-34.5% | $6,977-45.0% |
| Admin fee / account holder | $895 | $25,162-96.4% | $20,388-95.6% | $19,030-95.3% |