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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 | $106,749-84.5% | $145,433-88.6% | $82,448-79.9% |
| Participation rate | 82.9% | 75.6%+7.2pp | 82.1%+0.7pp | 68.1%+14.8pp |
| Annual return | 26.49% | 27.59%-1.1pp | 66.58%-40.1pp | 41.64%-15.1pp |
| Employer contribution / active EE | $10 | $3,444-99.7% | $4,554-99.8% | $2,551-99.6% |
| Participant deferral / active EE | $4,467 | $6,519-31.5% | $7,897-43.4% | $4,139+7.9% |
| Admin fee / account holder | $1,287 | $8,390-84.7% | $13,129-90.2% | $7,234-82.2% |