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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 | $16,211 | $54,541-70.3% | $78,778-79.4% | $70,126-76.9% |
| Participation rate | 76.5% | 60.8%+15.7pp | 69.2%+7.3pp | 69.5%+6.9pp |
| Annual return | 16.81% | 21.07%-4.3pp | 35.62%-18.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $60 | $1,089-94.5% | $1,986-97.0% | $2,343-97.5% |
| Participant deferral / active EE | $1,741 | $2,210-21.2% | $2,958-41.1% | $3,332-47.7% |
| Admin fee / account holder | $5,777 | $3,709+55.8% | $5,134+12.5% | $4,645+24.3% |