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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 | $16,291 | $89,532-81.8% | $103,431-84.2% | $80,911-79.9% |
| Participation rate | 96.3% | 76.0%+20.3pp | 80.5%+15.8pp | 67.6%+28.6pp |
| Annual return | 19.22% | 22.80%-3.6pp | 23.92%-4.7pp | 35.63%-16.4pp |
| Employer contribution / active EE | $51 | $4,023-98.7% | $4,678-98.9% | $2,756-98.1% |
| Participant deferral / active EE | $10,140 | $5,459+85.7% | $6,625+53.1% | $4,297+136.0% |
| Admin fee / account holder | $3,624 | $6,774-46.5% | $9,412-61.5% | $6,935-47.7% |