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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 | $13,177 | $227,291-94.2% | $214,702-93.9% | $155,188-91.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.97% | 60.08%-36.1pp | 54.55%-30.6pp | 148.84%-124.9pp |
| Employer contribution / active EE | $1,323 | $6,772-80.5% | $6,461-79.5% | $4,248-68.9% |
| Participant deferral / active EE | $4,836 | $9,582-49.5% | $9,147-47.1% | $6,531-25.9% |
| Admin fee / account holder | $550 | $20,413-97.3% | $19,830-97.2% | $14,480-96.2% |