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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 | $13,044 | $85,171-84.7% | $172,752-92.4% | $72,975-82.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.65% | 27.32%-7.7pp | 802.97%-783.3pp | 81.01%-61.4pp |
| Employer contribution / active EE | $390 | $3,324-88.3% | $5,144-92.4% | $2,440-84.0% |
| Participant deferral / active EE | $1,430 | $3,260-56.1% | $5,198-72.5% | $3,608-60.4% |
| Admin fee / account holder | $4,312 | $5,880-26.7% | $13,955-69.1% | $5,124-15.9% |