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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 | $17,062 | $98,776-82.7% | $149,745-88.6% | $79,856-78.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.29% | 27.38%-4.1pp | 276.72%-253.4pp | 31.71%-8.4pp |
| Employer contribution / active EE | $503 | $3,217-84.4% | $4,646-89.2% | $2,471-79.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $323 | $6,053-94.7% | $9,312-96.5% | $5,306-93.9% |