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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 | $9,036 | $88,672-89.8% | $105,223-91.4% | $82,448-89.0% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.1pp | 68.1%+30.1pp |
| Annual return | 59.58% | 30.86%+28.7pp | 180.65%-121.1pp | 41.64%+17.9pp |
| Employer contribution / active EE | $500 | $3,048-83.6% | $3,689-86.4% | $2,551-80.4% |
| Participant deferral / active EE | $2,752 | $4,036-31.8% | $5,072-45.7% | $4,139-33.5% |
| Admin fee / account holder | $1,271 | $7,146-82.2% | $8,859-85.7% | $7,234-82.4% |