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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 | $9,235 | $103,392-91.1% | $87,104-89.4% | $152,897-94.0% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 20.37% | 28.10%-7.7pp | 28.19%-7.8pp | 345.43%-325.1pp |
| Employer contribution / active EE | $544 | $3,221-83.1% | $2,521-78.4% | $4,764-88.6% |
| Participant deferral / active EE | $2,830 | $4,778-40.8% | $4,048-30.1% | $5,851-51.6% |
| Admin fee / account holder | $729 | $12,194-94.0% | $7,491-90.3% | $11,599-93.7% |