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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 | $4,478 | $183,516-97.6% | $155,534-97.1% | $145,884-96.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.83% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $674 | $5,315-87.3% | $4,675-85.6% | $4,662-85.5% |
| Participant deferral / active EE | $3,832 | $6,467-40.7% | $5,630-31.9% | $6,690-42.7% |
| Admin fee / account holder | $968 | $19,293-95.0% | $15,900-93.9% | $13,392-92.8% |