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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 | $12,928 | $98,776-86.9% | $149,745-91.4% | $79,856-83.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 21.85% | 27.38%-5.5pp | 276.72%-254.9pp | 31.71%-9.9pp |
| Employer contribution / active EE | $4 | $3,217-99.9% | $4,646-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $5,033 | $5,681-11.4% | $6,843-26.4% | $3,741+34.6% |
| Admin fee / account holder | $2,810 | $6,053-53.6% | $9,312-69.8% | $5,306-47.1% |