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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 | $106,749-80.0% | $145,433-85.3% | $82,448-74.1% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 41.10% | 27.59%+13.5pp | 66.58%-25.5pp | 41.64%-0.5pp |
| Employer contribution / active EE | $7 | $3,444-99.8% | $4,554-99.9% | $2,551-99.7% |
| Participant deferral / active EE | $8,833 | $6,519+35.5% | $7,897+11.8% | $4,139+113.4% |
| Admin fee / account holder | $2,471 | $8,390-70.5% | $13,129-81.2% | $7,234-65.8% |