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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 | $13,086 | $117,829-88.9% | $102,423-87.2% | $145,877-91.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 14.65% | 31.83%-17.2pp | 29.42%-14.8pp | 551.28%-536.6pp |
| Employer contribution / active EE | $31 | $3,615-99.1% | $3,023-99.0% | $4,663-99.3% |
| Participant deferral / active EE | $9,486 | $5,732+65.5% | $5,054+87.7% | $6,691+41.8% |
| Admin fee / account holder | $2,823 | $13,335-78.8% | $9,455-70.1% | $13,402-78.9% |