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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 | $15,478 | $117,846-86.9% | $102,434-84.9% | $145,884-89.4% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 10.98% | 31.90%-20.9pp | 29.46%-18.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $508 | $3,615-85.9% | $3,023-83.2% | $4,662-89.1% |
| Participant deferral / active EE | $2,721 | $5,733-52.5% | $5,055-46.2% | $6,690-59.3% |
| Admin fee / account holder | $4,727 | $13,356-64.6% | $9,462-50.0% | $13,392-64.7% |