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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 | $106,864-80.0% | $147,318-85.5% | $82,637-74.2% |
| Participation rate | 96.2% | 75.5%+20.6pp | 82.1%+14.1pp | 68.1%+28.1pp |
| Annual return | 41.10% | 27.49%+13.6pp | 70.43%-29.3pp | 53.51%-12.4pp |
| Employer contribution / active EE | $7 | $3,417-99.8% | $4,593-99.9% | $2,552-99.7% |
| Participant deferral / active EE | $8,833 | $6,496+36.0% | $7,906+11.7% | $4,126+114.1% |
| Admin fee / account holder | $2,471 | $8,415-70.6% | $13,708-82.0% | $7,339-66.3% |