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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 | $16,016 | $73,978-78.3% | $96,515-83.4% | $75,173-78.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.84% | 26.72%-12.9pp | 35.73%-21.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $615 | $2,931-79.0% | $3,740-83.5% | $2,671-77.0% |
| Participant deferral / active EE | $2,558 | $3,660-30.1% | $4,880-47.6% | $4,126-38.0% |
| Admin fee / account holder | $1,436 | $5,219-72.5% | $6,735-78.7% | $5,651-74.6% |