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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 | $11,019 | $78,015-85.9% | $178,505-93.8% | $80,959-86.4% |
| Participation rate | 84.1% | 65.7%+18.4pp | 77.1%+6.9pp | 67.7%+16.4pp |
| Annual return | 39.31% | 18.10%+21.2pp | 27.16%+12.2pp | 35.67%+3.6pp |
| Employer contribution / active EE | $7 | $2,281-99.7% | $3,955-99.8% | $2,757-99.8% |
| Participant deferral / active EE | $3,437 | $4,406-22.0% | $6,280-45.3% | $4,300-20.1% |
| Admin fee / account holder | $1,337 | $7,160-81.3% | $10,428-87.2% | $6,925-80.7% |