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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 | $39,504 | $224,072-82.4% | $220,428-82.1% | $254,173-84.5% |
| Participation rate | 83.3% | 49.1%+34.2pp | 43.5%+39.8pp | 43.0%+40.3pp |
| Annual return | 8.30% | 99.74%-91.4pp | 90.61%-82.3pp | 259.17%-250.9pp |
| Employer contribution / active EE | $2,500 | $35,080-92.9% | $32,730-92.4% | $41,471-94.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $1,111 | $13,610-91.8% | $12,805-91.3% | $21,502-94.8% |