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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 | $6,866 | $183,592-96.3% | $155,567-95.6% | $145,959-95.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.59% | 61.24%-29.6pp | 64.74%-33.1pp | 561.95%-530.4pp |
| Employer contribution / active EE | $1,014 | $5,315-80.9% | $4,674-78.3% | $4,661-78.3% |
| Participant deferral / active EE | $2,247 | $6,464-65.2% | $5,628-60.1% | $6,689-66.4% |
| Admin fee / account holder | $1,399 | $19,318-92.8% | $15,916-91.2% | $13,398-89.6% |