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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 | $12,926 | $105,623-87.8% | $87,502-85.2% | $273,972-95.3% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 15.61% | 12.26%+3.4pp | 12.21%+3.4pp | 41.46%-25.8pp |
| Employer contribution / active EE | $50 | $3,141-98.4% | $2,550-98.0% | $4,869-99.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,333 | $4,781-72.1% | $4,221-68.4% | $10,133-86.8% |