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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 | $22,615 | $106,749-78.8% | $145,433-84.4% | $82,448-72.6% |
| Participation rate | 91.3% | 75.6%+15.7pp | 82.1%+9.2pp | 68.1%+23.2pp |
| Annual return | 17.51% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $11 | $3,444-99.7% | $4,554-99.8% | $2,551-99.6% |
| Participant deferral / active EE | $5,027 | $6,519-22.9% | $7,897-36.4% | $4,139+21.4% |
| Admin fee / account holder | $1,287 | $8,390-84.7% | $13,129-90.2% | $7,234-82.2% |