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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 | $13,938 | $185,312-92.5% | $161,489-91.4% | $154,746-91.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.48% | 103.84%-82.4pp | 89.72%-68.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $899 | $4,769-81.1% | $4,268-78.9% | $4,379-79.5% |
| Participant deferral / active EE | $4,562 | $6,350-28.2% | $5,630-19.0% | $6,730-32.2% |
| Admin fee / account holder | $825 | $18,654-95.6% | $16,006-94.8% | $14,365-94.3% |