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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 | $8,761 | $73,787-88.1% | $98,716-91.1% | $82,448-89.4% |
| Participation rate | 81.8% | 61.4%+20.4pp | 69.3%+12.5pp | 68.1%+13.8pp |
| Annual return | 13.38% | 18.57%-5.2pp | 31.81%-18.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $202 | $1,511-86.7% | $2,279-91.2% | $2,551-92.1% |
| Participant deferral / active EE | $1,271 | $3,081-58.7% | $4,048-68.6% | $4,139-69.3% |
| Admin fee / account holder | $1,662 | $6,500-74.4% | $8,703-80.9% | $7,234-77.0% |