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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 | $15,277 | $89,367-82.9% | $141,191-89.2% | $72,975-79.1% |
| Participation rate | 76.5% | 75.1%+1.3pp | 82.5%-6.0pp | 69.5%+7.0pp |
| Annual return | 101.16% | 111.87%-10.7pp | 71.41%+29.8pp | 81.01%+20.1pp |
| Employer contribution / active EE | $289 | $3,115-90.7% | $4,736-93.9% | $2,440-88.1% |
| Participant deferral / active EE | $8,085 | $5,419+49.2% | $6,710+20.5% | $3,608+124.1% |
| Admin fee / account holder | $1,927 | $5,957-67.6% | $10,264-81.2% | $5,124-62.4% |