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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 | $21,662 | $87,733-75.3% | $106,551-79.7% | $85,856-74.8% |
| Participation rate | 92.8% | 71.9%+20.8pp | 76.1%+16.6pp | 69.3%+23.4pp |
| Annual return | 40.20% | 21.86%+18.3pp | 26.80%+13.4pp | 318.58%-278.4pp |
| Employer contribution / active EE | $97 | $2,073-95.3% | $2,819-96.6% | $2,565-96.2% |
| Participant deferral / active EE | $7,483 | $3,469+115.7% | $4,398+70.1% | $3,952+89.4% |
| Admin fee / account holder | $1,871 | $6,767-72.4% | $7,408-74.7% | $6,261-70.1% |