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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 | $12,545 | $102,429-87.8% | $147,096-91.5% | $80,925-84.5% |
| Participation rate | 76.0% | 75.9%+0.1pp | 82.2%-6.2pp | 67.7%+8.3pp |
| Annual return | 12.63% | 135.02%-122.4pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $221 | $3,716-94.0% | $4,936-95.5% | $2,756-92.0% |
| Participant deferral / active EE | $2,674 | $6,649-59.8% | $8,071-66.9% | $4,299-37.8% |
| Admin fee / account holder | $3,486 | $7,957-56.2% | $13,005-73.2% | $6,940-49.8% |