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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 | $19,023 | $106,524-82.1% | $152,301-87.5% | $87,485-78.3% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.4%+14.1pp | 68.9%+27.6pp |
| Annual return | 15.13% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $8 | $3,371-99.8% | $4,624-99.8% | $2,596-99.7% |
| Participant deferral / active EE | $3,415 | $6,525-47.7% | $8,004-57.3% | $4,274-20.1% |
| Admin fee / account holder | $3,224 | $8,287-61.1% | $14,398-77.6% | $7,775-58.5% |