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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 | $17,745 | $58,828-69.8% | $78,002-77.3% | $62,881-71.8% |
| Participation rate | 70.0% | 71.1%-1.1pp | 75.5%-5.5pp | 69.3%+0.7pp |
| Annual return | 8.01% | 17.16%-9.1pp | 425.99%-418.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $186 | $1,672-88.9% | $2,470-92.5% | $2,281-91.8% |
| Participant deferral / active EE | $1,259 | $2,686-53.1% | $3,497-64.0% | $3,203-60.7% |
| Admin fee / account holder | $2,048 | $4,393-53.4% | $5,481-62.6% | $4,296-52.3% |