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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 | $5,403 | $146,267-96.3% | $197,124-97.3% | $82,448-93.4% |
| Participation rate | 85.2% | 84.0%+1.2pp | 86.7%-1.5pp | 68.1%+17.1pp |
| Annual return | 22.06% | 29.61%-7.6pp | 44.34%-22.3pp | 41.64%-19.6pp |
| Employer contribution / active EE | $918 | $4,723-80.6% | $6,227-85.3% | $2,551-64.0% |
| Participant deferral / active EE | $9,182 | $7,035+30.5% | $9,135+0.5% | $4,139+121.8% |
| Admin fee / account holder | $512,102 | $14,422+3450.9% | $16,298+3042.1% | $7,234+6978.8% |