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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 | $16,641 | $85,766-80.6% | $136,298-87.8% | $70,126-76.3% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 16.01% | 31.46%-15.4pp | 5156.27%-5140.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $307 | $2,966-89.6% | $4,696-93.5% | $2,343-86.9% |
| Participant deferral / active EE | $2,873 | $5,051-43.1% | $6,247-54.0% | $3,332-13.8% |
| Admin fee / account holder | $1,334 | $5,421-75.4% | $9,244-85.6% | $4,645-71.3% |