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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 | $17,634 | $94,529-81.3% | $140,019-87.4% | $64,173-72.5% |
| Participation rate | 98.2% | 84.1%+14.1pp | 87.5%+10.7pp | 69.6%+28.6pp |
| Annual return | 7.69% | 7.77%-0.1pp | 651.17%-643.5pp | 7.63%+0.1pp |
| Employer contribution / active EE | $893 | $3,812-76.6% | $5,605-84.1% | $2,381-62.5% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $326 | $6,741-95.2% | $10,705-97.0% | $4,887-93.3% |