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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 | $14,254 | $135,956-89.5% | $123,894-88.5% | $273,972-94.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.22% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $510 | $5,170-90.1% | $4,617-89.0% | $4,869-89.5% |
| Participant deferral / active EE | $2,036 | $6,343-67.9% | $5,984-66.0% | $5,287-61.5% |
| Admin fee / account holder | $4,020 | $9,817-59.1% | $8,357-51.9% | $10,133-60.3% |