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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 | $8,373 | $162,136-94.8% | $152,301-94.5% | $154,746-94.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.22% | 91.02%-68.8pp | 80.50%-58.3pp | 172.34%-150.1pp |
| Employer contribution / active EE | $731 | $4,890-85.1% | $4,624-84.2% | $4,379-83.3% |
| Participant deferral / active EE | $2,894 | $8,341-65.3% | $8,004-63.8% | $6,730-57.0% |
| Admin fee / account holder | $462 | $15,759-97.1% | $14,398-96.8% | $14,365-96.8% |