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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 | $11,533 | $85,169-86.5% | $172,755-93.3% | $72,983-84.2% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 16.04% | 27.32%-11.3pp | 802.94%-786.9pp | 81.01%-65.0pp |
| Employer contribution / active EE | $371 | $3,324-88.8% | $5,144-92.8% | $2,440-84.8% |
| Participant deferral / active EE | $1,552 | $3,260-52.4% | $5,198-70.1% | $3,608-57.0% |
| Admin fee / account holder | $1,899 | $5,880-67.7% | $13,955-86.4% | $5,124-62.9% |