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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 | $18,128 | $162,821-88.9% | $133,978-86.5% | $158,982-88.6% |
| Participation rate | 77.8% | 83.2%-5.5pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 10.12% | 41.95%-31.8pp | 45.10%-35.0pp | 302.99%-292.9pp |
| Employer contribution / active EE | $688 | $4,976-86.2% | $3,919-82.4% | $4,763-85.6% |
| Participant deferral / active EE | $2,586 | $5,910-56.2% | $5,047-48.8% | $5,983-56.8% |
| Admin fee / account holder | $39,956 | $11,742+240.3% | $8,930+347.4% | $11,252+255.1% |