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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 | $18,139 | $79,867-77.3% | $120,344-84.9% | $64,340-71.8% |
| Participation rate | 74.3% | 63.0%+11.3pp | 76.7%-2.4pp | 55.2%+19.0pp |
| Annual return | 13.56% | 21.10%-7.5pp | 20.30%-6.7pp | 24.14%-10.6pp |
| Employer contribution / active EE | $169 | $1,925-91.2% | $3,020-94.4% | $1,862-90.9% |
| Participant deferral / active EE | $1,693 | $3,593-52.9% | $5,135-67.0% | $2,980-43.2% |
| Admin fee / account holder | $826 | $5,039-83.6% | $12,742-93.5% | $3,703-77.7% |