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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 | $21,342 | $107,421-80.1% | $182,262-88.3% | $94,015-77.3% |
| Participation rate | 96.2% | 77.8%+18.4pp | 84.2%+11.9pp | 70.8%+25.3pp |
| Annual return | 41.10% | 21.32%+19.8pp | 140.60%-99.5pp | 17.84%+23.3pp |
| Employer contribution / active EE | $7 | $3,448-99.8% | $5,046-99.9% | $2,790-99.8% |
| Participant deferral / active EE | $8,833 | $6,558+34.7% | $8,276+6.7% | $4,249+107.9% |
| Admin fee / account holder | $2,471 | $8,692-71.6% | $16,712-85.2% | $8,951-72.4% |