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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 | $7,546 | $102,422-92.6% | $147,117-94.9% | $80,959-90.7% |
| Participation rate | 91.9% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 22.62% | 135.16%-112.5pp | 420.54%-397.9pp | 35.67%-13.0pp |
| Employer contribution / active EE | $807 | $3,717-78.3% | $4,932-83.6% | $2,757-70.7% |
| Participant deferral / active EE | $3,390 | $6,652-49.0% | $8,065-58.0% | $4,300-21.2% |
| Admin fee / account holder | $622 | $7,953-92.2% | $12,993-95.2% | $6,925-91.0% |