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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 | $9,557 | $178,174-94.6% | $156,181-93.9% | $137,256-93.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 25.28% | 84.19%-58.9pp | 64.87%-39.6pp | 220.34%-195.1pp |
| Employer contribution / active EE | $915 | $4,972-81.6% | $4,294-78.7% | $4,156-78.0% |
| Participant deferral / active EE | $2,919 | $6,888-57.6% | $6,132-52.4% | $6,407-54.4% |
| Admin fee / account holder | $1,324 | $17,404-92.4% | $14,586-90.9% | $12,270-89.2% |