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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 | $12,943 | $77,638-83.3% | $156,551-91.7% | $62,881-79.4% |
| Participation rate | 94.2% | 71.2%+23.0pp | 84.0%+10.2pp | 69.3%+24.9pp |
| Annual return | 6.11% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $147 | $3,444-95.7% | $5,501-97.3% | $2,281-93.6% |
| Participant deferral / active EE | $947 | $3,046-68.9% | $4,871-80.6% | $3,203-70.4% |
| Admin fee / account holder | $2,655 | $5,561-52.3% | $13,028-79.6% | $4,296-38.2% |