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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 | $20,853 | $89,370-76.7% | $141,197-85.2% | $72,976-71.4% |
| Participation rate | 97.9% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 21.61% | 111.88%-90.3pp | 71.41%-49.8pp | 81.02%-59.4pp |
| Employer contribution / active EE | $324 | $3,115-89.6% | $4,736-93.2% | $2,440-86.7% |
| Participant deferral / active EE | $3,007 | $5,419-44.5% | $6,710-55.2% | $3,608-16.6% |
| Admin fee / account holder | $2,470 | $5,957-58.5% | $10,265-75.9% | $5,124-51.8% |