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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 | $23,499 | $212,386-88.9% | $199,883-88.2% | $138,895-83.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.06% | 47.75%-33.7pp | 43.81%-29.8pp | 145.39%-131.3pp |
| Employer contribution / active EE | $34 | $6,625-99.5% | $6,261-99.5% | $4,194-99.2% |
| Participant deferral / active EE | $7,623 | $9,617-20.7% | $9,138-16.6% | $6,396+19.2% |
| Admin fee / account holder | $25,733 | $18,233+41.1% | $17,268+49.0% | $12,562+104.8% |