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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 | $19,757 | $157,304-87.4% | $141,197-86.0% | $152,909-87.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.40% | 64.34%-48.9pp | 71.41%-56.0pp | 345.46%-330.1pp |
| Employer contribution / active EE | $344 | $5,263-93.5% | $4,736-92.7% | $4,764-92.8% |
| Participant deferral / active EE | $2,765 | $7,111-61.1% | $6,710-58.8% | $5,851-52.7% |
| Admin fee / account holder | $51,000 | $12,126+320.6% | $10,265+396.8% | $11,601+339.6% |