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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 | $7,215 | $108,882-93.4% | $96,754-92.5% | $154,746-95.3% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 19.84% | 98.39%-78.6pp | 82.04%-62.2pp | 172.34%-152.5pp |
| Employer contribution / active EE | $25 | $3,018-99.2% | $2,679-99.1% | $4,379-99.4% |
| Participant deferral / active EE | $2,107 | $5,323-60.4% | $4,758-55.7% | $6,730-68.7% |
| Admin fee / account holder | $509 | $10,200-95.0% | $8,905-94.3% | $14,365-96.5% |