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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 | $8,052 | $93,345-91.4% | $119,126-93.2% | $87,485-90.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 15.70% | 19.08%-3.4pp | 282.11%-266.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $812 | $3,172-74.4% | $4,034-79.9% | $2,596-68.7% |
| Participant deferral / active EE | $2,024 | $4,099-50.6% | $5,318-61.9% | $4,274-52.6% |
| Admin fee / account holder | $3,850 | $8,039-52.1% | $10,693-64.0% | $7,775-50.5% |