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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 | $10,224 | $172,111-94.1% | $150,298-93.2% | $137,256-92.6% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 16.29% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $196 | $4,636-95.8% | $4,154-95.3% | $4,156-95.3% |
| Participant deferral / active EE | $3,088 | $6,166-49.9% | $5,453-43.4% | $6,407-51.8% |
| Admin fee / account holder | $1,375 | $16,471-91.7% | $14,116-90.3% | $12,270-88.8% |