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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 | $9,252 | $102,385-91.0% | $147,080-93.7% | $80,935-88.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 14.65% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $466 | $3,717-87.5% | $4,933-90.5% | $2,757-83.1% |
| Participant deferral / active EE | $3,224 | $6,651-51.5% | $8,066-60.0% | $4,299-25.0% |
| Admin fee / account holder | $1,340 | $7,951-83.2% | $12,989-89.7% | $6,924-80.7% |