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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 | $22,200 | $152,619-85.5% | $125,195-82.3% | $152,909-85.5% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 12.10% | 54.85%-42.7pp | 43.79%-31.7pp | 345.46%-333.4pp |
| Employer contribution / active EE | $152 | $4,947-96.9% | $3,866-96.1% | $4,764-96.8% |
| Participant deferral / active EE | $2,210 | $5,869-62.3% | $4,937-55.2% | $5,851-62.2% |
| Admin fee / account holder | $10,708 | $13,437-20.3% | $9,704+10.3% | $11,601-7.7% |