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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 | $7,682 | $86,050-91.1% | $189,758-96.0% | $94,015-91.8% |
| Participation rate | 97.1% | 68.9%+28.2pp | 79.8%+17.3pp | 70.8%+26.2pp |
| Annual return | 17.73% | 17.77%0pp | 52.62%-34.9pp | 17.84%-0.1pp |
| Employer contribution / active EE | $420 | $2,819-85.1% | $4,767-91.2% | $2,790-85.0% |
| Participant deferral / active EE | $1,602 | $3,349-52.2% | $5,856-72.6% | $4,249-62.3% |
| Admin fee / account holder | $2,320 | $6,627-65.0% | $20,388-88.6% | $8,951-74.1% |