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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 | $13,520 | $117,444-88.5% | $99,479-86.4% | $152,909-91.2% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 20.03% | 31.87%-11.8pp | 30.72%-10.7pp | 345.46%-325.4pp |
| Employer contribution / active EE | $33 | $3,014-98.9% | $2,540-98.7% | $4,764-99.3% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,819 | $7,635-76.2% | $6,253-70.9% | $11,601-84.3% |