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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 | $209,336-94.8% | $197,124-94.5% | $137,256-92.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 61.49% | 48.09%+13.4pp | 44.34%+17.1pp | 220.34%-158.8pp |
| Employer contribution / active EE | $602 | $6,591-90.9% | $6,227-90.3% | $4,156-85.5% |
| Participant deferral / active EE | $4,831 | $9,614-49.8% | $9,135-47.1% | $6,407-24.6% |
| Admin fee / account holder | $453 | $17,308-97.4% | $16,298-97.2% | $12,270-96.3% |