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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 | $9,186 | $154,228-94.0% | $145,433-93.7% | $137,256-93.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.07% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $500 | $4,804-89.6% | $4,554-89.0% | $4,156-88.0% |
| Participant deferral / active EE | $2,550 | $8,216-69.0% | $7,897-67.7% | $6,407-60.2% |
| Admin fee / account holder | $799 | $14,344-94.4% | $13,129-93.9% | $12,270-93.5% |