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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 | $16,561 | $107,421-84.6% | $182,262-90.9% | $94,015-82.4% |
| Participation rate | 82.9% | 77.8%+5.1pp | 84.2%-1.4pp | 70.8%+12.0pp |
| Annual return | 26.49% | 21.32%+5.2pp | 140.60%-114.1pp | 17.84%+8.6pp |
| Employer contribution / active EE | $10 | $3,448-99.7% | $5,046-99.8% | $2,790-99.6% |
| Participant deferral / active EE | $4,467 | $6,558-31.9% | $8,276-46.0% | $4,249+5.1% |
| Admin fee / account holder | $1,287 | $8,692-85.2% | $16,712-92.3% | $8,951-85.6% |