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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 | $12,415 | $99,875-87.6% | $146,866-91.5% | $86,983-85.7% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.5%-8.7pp | 69.5%+4.3pp |
| Annual return | 19.28% | 28.10%-8.8pp | 102.85%-83.6pp | 25.83%-6.6pp |
| Employer contribution / active EE | $3 | $3,224-99.9% | $4,425-99.9% | $2,584-99.9% |
| Participant deferral / active EE | $5,181 | $6,322-18.1% | $7,759-33.2% | $4,194+23.5% |
| Admin fee / account holder | $1,215 | $7,838-84.5% | $13,620-91.1% | $7,856-84.5% |