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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 | $9,300 | $40,275-76.9% | $57,356-83.8% | $59,633-84.4% |
| Participation rate | 96.4% | 69.1%+27.3pp | 75.1%+21.3pp | 68.7%+27.8pp |
| Annual return | 1.93% | 27.52%-25.6pp | 24.41%-22.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $239 | $1,921-87.6% | $2,689-91.1% | $2,203-89.2% |
| Participant deferral / active EE | $1,618 | $2,400-32.6% | $3,162-48.8% | $3,192-49.3% |
| Admin fee / account holder | $10,151 | $2,820+259.9% | $3,357+202.4% | $4,297+136.2% |