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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 | $9,655 | $65,961-85.4% | $180,320-94.6% | $94,015-89.7% |
| Participation rate | 96.8% | 61.3%+35.6pp | 71.5%+25.3pp | 70.8%+26.0pp |
| Annual return | 18.64% | 14.27%+4.4pp | 778.54%-759.9pp | 17.84%+0.8pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,183 | $3,003-27.3% | $4,304-49.3% | $4,249-48.6% |
| Admin fee / account holder | $1,574 | $4,901-67.9% | $10,000-84.3% | $8,951-82.4% |