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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 | $17,754 | $79,557-77.7% | $118,746-85.0% | $70,126-74.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 13.14% | 25.64%-12.5pp | 24.54%-11.4pp | 73.15%-60.0pp |
| Employer contribution / active EE | $11 | $2,861-99.6% | $4,193-99.7% | $2,343-99.5% |
| Participant deferral / active EE | $2,435 | $4,089-40.4% | $5,332-54.3% | $3,332-26.9% |
| Admin fee / account holder | $1,758 | $5,374-67.3% | $10,720-83.6% | $4,645-62.2% |