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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 | $106,524-84.5% | $152,301-89.1% | $87,485-81.1% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.4%+0.4pp | 68.9%+13.9pp |
| Annual return | 26.49% | 26.89%-0.4pp | 80.50%-54.0pp | 26.06%+0.4pp |
| Employer contribution / active EE | $10 | $3,371-99.7% | $4,624-99.8% | $2,596-99.6% |
| Participant deferral / active EE | $4,467 | $6,525-31.5% | $8,004-44.2% | $4,274+4.5% |
| Admin fee / account holder | $1,287 | $8,287-84.5% | $14,398-91.1% | $7,775-83.4% |