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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 | $8,958 | $50,554-82.3% | $67,681-86.8% | $87,485-89.8% |
| Participation rate | 76.9% | 67.7%+9.2pp | 73.7%+3.2pp | 68.9%+8.0pp |
| Annual return | 16.16% | 17.81%-1.7pp | 590.58%-574.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $287 | $1,988-85.6% | $2,678-89.3% | $2,596-89.0% |
| Participant deferral / active EE | $1,240 | $2,961-58.1% | $3,976-68.8% | $4,274-71.0% |
| Admin fee / account holder | $981 | $4,132-76.3% | $6,100-83.9% | $7,775-87.4% |