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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 | $14,653 | $105,284-86.1% | $150,734-90.3% | $94,015-84.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 15.76% | 15.67%+0.1pp | 600.81%-585.0pp | 17.84%-2.1pp |
| Employer contribution / active EE | $512 | $3,599-85.8% | $4,918-89.6% | $2,790-81.7% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,182 | $9,839-88.0% | $14,905-92.1% | $8,951-86.8% |