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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 | $19,982 | $102,422-80.5% | $147,117-86.4% | $80,959-75.3% |
| Participation rate | 83.6% | 75.9%+7.8pp | 82.2%+1.5pp | 67.7%+16.0pp |
| Annual return | 12.31% | 135.16%-122.9pp | 420.54%-408.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $564 | $3,717-84.8% | $4,932-88.6% | $2,757-79.5% |
| Participant deferral / active EE | $3,369 | $6,652-49.4% | $8,065-58.2% | $4,300-21.7% |
| Admin fee / account holder | $1,501 | $7,953-81.1% | $12,993-88.4% | $6,925-78.3% |