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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 | $106,749-88.4% | $145,433-91.5% | $82,448-84.9% |
| Participation rate | 73.8% | 75.6%-1.8pp | 82.1%-8.3pp | 68.1%+5.8pp |
| Annual return | 19.28% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $3 | $3,444-99.9% | $4,554-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $5,181 | $6,519-20.5% | $7,897-34.4% | $4,139+25.2% |
| Admin fee / account holder | $1,215 | $8,390-85.5% | $13,129-90.7% | $7,234-83.2% |