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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 | $18,324 | $93,598-80.4% | $135,974-86.5% | $75,173-75.6% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 17.09% | 30.89%-13.8pp | 68.30%-51.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $27 | $3,538-99.2% | $4,859-99.4% | $2,671-99.0% |
| Participant deferral / active EE | $9,662 | $6,405+50.8% | $7,760+24.5% | $4,126+134.1% |
| Admin fee / account holder | $2,469 | $6,978-64.6% | $10,767-77.1% | $5,651-56.3% |