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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 | $12,736 | $115,810-89.0% | $101,271-87.4% | $158,966-92.0% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | 15.80% | 56.15%-40.3pp | 46.48%-30.7pp | 302.95%-287.1pp |
| Employer contribution / active EE | $739 | $4,175-82.3% | $3,660-79.8% | $4,762-84.5% |
| Participant deferral / active EE | $1,418 | $4,958-71.4% | $4,371-67.6% | $5,983-76.3% |
| Admin fee / account holder | $16,311 | $7,248+125.0% | $5,948+174.3% | $11,250+45.0% |