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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 | $16,133 | $102,422-84.2% | $147,117-89.0% | $80,959-80.1% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 14.95% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $11 | $3,717-99.7% | $4,932-99.8% | $2,757-99.6% |
| Participant deferral / active EE | $4,597 | $6,652-30.9% | $8,065-43.0% | $4,300+6.9% |
| Admin fee / account holder | $318 | $7,953-96.0% | $12,993-97.6% | $6,925-95.4% |