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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 | $12,185 | $85,171-85.7% | $172,752-92.9% | $72,975-83.3% |
| Participation rate | 75.3% | 70.1%+5.3pp | 82.6%-7.3pp | 69.5%+5.8pp |
| Annual return | 17.45% | 27.32%-9.9pp | 802.97%-785.5pp | 81.01%-63.6pp |
| Employer contribution / active EE | $142 | $3,324-95.7% | $5,144-97.2% | $2,440-94.2% |
| Participant deferral / active EE | $1,194 | $3,260-63.4% | $5,198-77.0% | $3,608-66.9% |
| Admin fee / account holder | $1,695 | $5,880-71.2% | $13,955-87.9% | $5,124-66.9% |