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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 | $13,876 | $118,488-88.3% | $98,462-85.9% | $139,487-90.1% |
| Participation rate | 81.8% | 77.5%+4.4pp | 75.2%+6.6pp | 80.3%+1.5pp |
| Annual return | 10.67% | 18.96%-8.3pp | 21.17%-10.5pp | 373.84%-363.2pp |
| Employer contribution / active EE | $510 | $3,611-85.9% | $3,049-83.3% | $4,755-89.3% |
| Participant deferral / active EE | $2,770 | $5,393-48.6% | $4,738-41.5% | $6,713-58.7% |
| Admin fee / account holder | $2,500 | $13,868-82.0% | $8,875-71.8% | $11,407-78.1% |