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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 | $10,323 | $419,767-97.5% | $86,364-88.0% | $419,767-97.5% |
| Participation rate | 97.6% | 79.5%+18.0pp | 92.7%+4.8pp | 79.5%+18.0pp |
| Annual return | 11.17% | 13.10%-1.9pp | 12.73%-1.6pp | 13.10%-1.9pp |
| Employer contribution / active EE | $435 | $15,831-97.3% | $4,636-90.6% | $15,831-97.3% |
| Participant deferral / active EE | $629 | $1,353-53.6% | $6,159-89.8% | $1,353-53.6% |
| Admin fee / account holder | $597 | $3,971-85.0% | $920-35.1% | $3,971-85.0% |