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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 | $13,509 | $75,058-82.0% | $152,301-91.1% | $64,340-79.0% |
| Participation rate | 88.1% | 60.9%+27.2pp | 82.4%+5.6pp | 55.2%+32.8pp |
| Annual return | 38.11% | 29.93%+8.2pp | 80.50%-42.4pp | 24.14%+14.0pp |
| Employer contribution / active EE | $12 | $2,605-99.5% | $4,624-99.7% | $1,862-99.3% |
| Participant deferral / active EE | $4,906 | $5,041-2.7% | $8,004-38.7% | $2,980+64.6% |
| Admin fee / account holder | $861 | $4,050-78.7% | $14,398-94.0% | $3,703-76.7% |