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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 | $10,791 | $223,823-95.2% | $211,142-94.9% | $154,746-93.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 61.49% | 50.39%+11.1pp | 46.84%+14.7pp | 172.34%-110.8pp |
| Employer contribution / active EE | $602 | $6,787-91.1% | $6,442-90.7% | $4,379-86.2% |
| Participant deferral / active EE | $4,831 | $9,750-50.5% | $9,284-48.0% | $6,730-28.2% |
| Admin fee / account holder | $453 | $19,707-97.7% | $19,076-97.6% | $14,365-96.8% |