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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 | $7,226 | $126,661-94.3% | $113,397-93.6% | $138,895-94.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 45.66% | 25.05%+20.6pp | 23.20%+22.5pp | 145.39%-99.7pp |
| Employer contribution / active EE | $258 | $3,456-92.5% | $2,977-91.3% | $4,194-93.8% |
| Participant deferral / active EE | $10,291 | $5,693+80.8% | $5,076+102.7% | $6,396+60.9% |
| Admin fee / account holder | $945 | $14,549-93.5% | $11,957-92.1% | $12,562-92.5% |