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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 | $26,127 | $95,404-72.6% | $113,397-77.0% | $82,637-68.4% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.5%+11.2pp | 68.1%+19.7pp |
| Annual return | 24.46% | 19.08%+5.4pp | 23.20%+1.3pp | 53.51%-29.0pp |
| Employer contribution / active EE | $7 | $2,307-99.7% | $2,977-99.8% | $2,552-99.7% |
| Participant deferral / active EE | $11,157 | $4,220+164.4% | $5,076+119.8% | $4,126+170.4% |
| Admin fee / account holder | $2,327 | $9,168-74.6% | $11,957-80.5% | $7,339-68.3% |