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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 | $23,010 | $106,864-78.5% | $147,318-84.4% | $82,637-72.2% |
| Participation rate | 87.8% | 75.5%+12.3pp | 82.1%+5.7pp | 68.1%+19.8pp |
| Annual return | 26.88% | 27.49%-0.6pp | 70.43%-43.6pp | 53.51%-26.6pp |
| Employer contribution / active EE | $66 | $3,417-98.1% | $4,593-98.6% | $2,552-97.4% |
| Participant deferral / active EE | $10,356 | $6,496+59.4% | $7,906+31.0% | $4,126+151.0% |
| Admin fee / account holder | $3,902 | $8,415-53.6% | $13,708-71.5% | $7,339-46.8% |