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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 | $13,822 | $110,212-87.5% | $96,534-85.7% | $139,466-90.1% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 42.01% | 26.42%+15.6pp | 25.88%+16.1pp | 373.66%-331.7pp |
| Employer contribution / active EE | $40 | $3,620-98.9% | $2,965-98.7% | $4,754-99.2% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,413 | $11,599-87.8% | $8,253-82.9% | $11,409-87.6% |