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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 | $14,744 | $112,933-86.9% | $90,970-83.8% | $158,982-90.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.97% | 215.82%-201.9pp | 134.60%-120.6pp | 302.99%-289.0pp |
| Employer contribution / active EE | $260 | $2,893-91.0% | $2,122-87.8% | $4,763-94.5% |
| Participant deferral / active EE | $1,571 | $4,128-61.9% | $3,373-53.4% | $5,983-73.7% |
| Admin fee / account holder | $1,142 | $8,047-85.8% | $5,961-80.8% | $11,252-89.8% |