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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 | $9,860 | $89,370-89.0% | $141,197-93.0% | $72,976-86.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.75% | 111.88%-92.1pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $474 | $3,115-84.8% | $4,736-90.0% | $2,440-80.6% |
| Participant deferral / active EE | $3,118 | $5,419-42.5% | $6,710-53.5% | $3,608-13.6% |
| Admin fee / account holder | $1,326 | $5,957-77.7% | $10,265-87.1% | $5,124-74.1% |