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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 | $18,464 | $94,529-80.5% | $140,019-86.8% | $64,173-71.2% |
| Participation rate | 98.7% | 84.1%+14.6pp | 87.5%+11.2pp | 69.6%+29.1pp |
| Annual return | 7.23% | 7.77%-0.5pp | 651.17%-643.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $966 | $3,812-74.7% | $5,605-82.8% | $2,381-59.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $610 | $6,741-90.9% | $10,705-94.3% | $4,887-87.5% |