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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 | $14,393 | $85,766-83.2% | $136,298-89.4% | $70,126-79.5% |
| Participation rate | 94.7% | 74.2%+20.6pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 16.75% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $263 | $2,966-91.1% | $4,696-94.4% | $2,343-88.8% |
| Participant deferral / active EE | $2,929 | $5,051-42.0% | $6,247-53.1% | $3,332-12.1% |
| Admin fee / account holder | $710 | $5,421-86.9% | $9,244-92.3% | $4,645-84.7% |