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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 | $10,998 | $48,570-77.4% | $130,660-91.6% | $72,976-84.9% |
| Participation rate | 75.4% | 58.6%+16.8pp | 71.7%+3.6pp | 69.5%+5.9pp |
| Annual return | 19.15% | 38.63%-19.5pp | 1709.29%-1690.1pp | 81.02%-61.9pp |
| Employer contribution / active EE | $193 | $1,334-85.5% | $4,092-95.3% | $2,440-92.1% |
| Participant deferral / active EE | $1,263 | $2,384-47.0% | $3,603-64.9% | $3,608-65.0% |
| Admin fee / account holder | $1,231 | $3,549-65.3% | $5,463-77.5% | $5,124-76.0% |