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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 | $10,878 | $196,972-94.5% | $182,262-94.0% | $198,609-94.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.15% | 158.27%-135.1pp | 140.60%-117.5pp | 202.70%-179.6pp |
| Employer contribution / active EE | $1,038 | $5,364-80.7% | $5,046-79.4% | $5,055-79.5% |
| Participant deferral / active EE | $4,006 | $8,643-53.6% | $8,276-51.6% | $6,977-42.6% |
| Admin fee / account holder | $407 | $18,429-97.8% | $16,712-97.6% | $19,030-97.9% |