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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 | $8,340 | $82,674-89.9% | $125,381-93.3% | $68,486-87.8% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | 28.57% | -5.97%+34.5pp | 572.31%-543.7pp | -7.85%+36.4pp |
| Employer contribution / active EE | $315 | $3,382-90.7% | $4,815-93.5% | $2,597-87.9% |
| Participant deferral / active EE | $5,117 | $6,111-16.3% | $7,448-31.3% | $4,028+27.0% |
| Admin fee / account holder | $497 | $6,277-92.1% | $10,007-95.0% | $5,404-90.8% |