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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 | $11,730 | $117,859-90.0% | $102,438-88.5% | $145,959-92.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 10.98% | 31.72%-20.7pp | 29.37%-18.4pp | 561.95%-551.0pp |
| Employer contribution / active EE | $6 | $3,615-99.8% | $3,024-99.8% | $4,661-99.9% |
| Participant deferral / active EE | $2,338 | $5,732-59.2% | $5,054-53.7% | $6,689-65.0% |
| Admin fee / account holder | $2,436 | $13,318-81.7% | $9,448-74.2% | $13,398-81.8% |