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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 | $11,188 | $154,228-92.7% | $145,433-92.3% | $137,256-91.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.55% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $689 | $4,804-85.7% | $4,554-84.9% | $4,156-83.4% |
| Participant deferral / active EE | $13,275 | $8,216+61.6% | $7,897+68.1% | $6,407+107.2% |
| Admin fee / account holder | $7,298 | $14,344-49.1% | $13,129-44.4% | $12,270-40.5% |