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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 | $12,440 | $65,961-81.1% | $180,320-93.1% | $94,015-86.8% |
| Participation rate | 85.7% | 61.3%+24.5pp | 71.5%+14.2pp | 70.8%+14.9pp |
| Annual return | 18.00% | 14.27%+3.7pp | 778.54%-760.5pp | 17.84%+0.2pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,344 | $3,003-55.2% | $4,304-68.8% | $4,249-68.4% |
| Admin fee / account holder | $321 | $4,901-93.4% | $10,000-96.8% | $8,951-96.4% |