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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 | $6,518 | $50,554-87.1% | $67,681-90.4% | $87,485-92.5% |
| Participation rate | 84.6% | 67.7%+16.9pp | 73.7%+10.9pp | 68.9%+15.7pp |
| Annual return | 17.95% | 17.81%+0.1pp | 590.58%-572.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $264 | $1,988-86.7% | $2,678-90.1% | $2,596-89.8% |
| Participant deferral / active EE | $1,615 | $2,961-45.4% | $3,976-59.4% | $4,274-62.2% |
| Admin fee / account holder | $862 | $4,132-79.1% | $6,100-85.9% | $7,775-88.9% |