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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 | $14,615 | $85,766-83.0% | $136,298-89.3% | $70,126-79.2% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 30.90% | 31.46%-0.6pp | 5156.27%-5125.4pp | 73.15%-42.2pp |
| Employer contribution / active EE | $480 | $2,966-83.8% | $4,696-89.8% | $2,343-79.5% |
| Participant deferral / active EE | $4,688 | $5,051-7.2% | $6,247-25.0% | $3,332+40.7% |
| Admin fee / account holder | $370 | $5,421-93.2% | $9,244-96.0% | $4,645-92.0% |