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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 | $27,567 | $143,969-80.9% | $199,883-86.2% | $82,637-66.6% |
| Participation rate | 92.2% | 84.1%+8.0pp | 86.8%+5.4pp | 68.1%+24.1pp |
| Annual return | 26.65% | 25.67%+1.0pp | 43.81%-17.2pp | 53.51%-26.9pp |
| Employer contribution / active EE | $11 | $4,632-99.8% | $6,261-99.8% | $2,552-99.6% |
| Participant deferral / active EE | $8,894 | $6,937+28.2% | $9,138-2.7% | $4,126+115.6% |
| Admin fee / account holder | $1,314 | $14,597-91.0% | $17,268-92.4% | $7,339-82.1% |