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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 | $12,468 | $91,179-86.3% | $178,499-93.0% | $79,852-84.4% |
| Participation rate | 88.3% | 69.2%+19.1pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 10.25% | 24.19%-13.9pp | 151.10%-140.9pp | 31.72%-21.5pp |
| Employer contribution / active EE | $344 | $3,256-89.4% | $5,011-93.1% | $2,471-86.1% |
| Participant deferral / active EE | $1,125 | $3,236-65.2% | $5,202-78.4% | $3,740-69.9% |
| Admin fee / account holder | $1,063 | $6,749-84.2% | $13,986-92.4% | $5,306-80.0% |