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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 | $19,478 | $108,825-82.1% | $156,181-87.5% | $82,448-76.4% |
| Participation rate | 75.5% | 72.4%+3.1pp | 78.8%-3.4pp | 68.1%+7.4pp |
| Annual return | 108.51% | 20.59%+87.9pp | 64.87%+43.6pp | 41.64%+66.9pp |
| Employer contribution / active EE | $606 | $2,870-78.9% | $4,294-85.9% | $2,551-76.2% |
| Participant deferral / active EE | $2,603 | $4,577-43.1% | $6,132-57.6% | $4,139-37.1% |
| Admin fee / account holder | $906 | $9,341-90.3% | $14,586-93.8% | $7,234-87.5% |