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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 | $19,125 | $102,393-81.3% | $147,041-87.0% | $80,911-76.4% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 14.07% | 134.95%-120.9pp | 419.21%-405.1pp | 35.63%-21.6pp |
| Employer contribution / active EE | $525 | $3,715-85.9% | $4,935-89.4% | $2,756-80.9% |
| Participant deferral / active EE | $3,067 | $6,647-53.9% | $8,071-62.0% | $4,297-28.6% |
| Admin fee / account holder | $5,624 | $7,943-29.2% | $13,006-56.8% | $6,935-18.9% |