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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 | $106,749-78.4% | $145,433-84.2% | $82,448-72.1% |
| Participation rate | 87.8% | 75.6%+12.2pp | 82.1%+5.7pp | 68.1%+19.7pp |
| Annual return | 26.88% | 27.59%-0.7pp | 66.58%-39.7pp | 41.64%-14.8pp |
| Employer contribution / active EE | $66 | $3,444-98.1% | $4,554-98.5% | $2,551-97.4% |
| Participant deferral / active EE | $10,356 | $6,519+58.9% | $7,897+31.1% | $4,139+150.2% |
| Admin fee / account holder | $3,902 | $8,390-53.5% | $13,129-70.3% | $7,234-46.1% |