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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 | $275,752-91.5% | $256,809-90.8% | $198,609-88.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.06% | 34.81%-20.8pp | 32.73%-18.7pp | 202.70%-188.6pp |
| Employer contribution / active EE | $34 | $7,721-99.6% | $7,263-99.5% | $5,055-99.3% |
| Participant deferral / active EE | $7,623 | $10,037-24.0% | $9,520-19.9% | $6,977+9.3% |
| Admin fee / account holder | $25,733 | $25,716+0.1% | $25,146+2.3% | $19,030+35.2% |