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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 | $17,372 | $175,257-90.1% | $149,717-88.4% | $139,456-87.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.82% | 166.70%-144.9pp | 134.41%-112.6pp | 373.45%-351.6pp |
| Employer contribution / active EE | $752 | $5,477-86.3% | $4,820-84.4% | $4,753-84.2% |
| Participant deferral / active EE | $4,268 | $6,521-34.6% | $5,682-24.9% | $6,711-36.4% |
| Admin fee / account holder | $8,008 | $16,156-50.4% | $13,213-39.4% | $11,407-29.8% |