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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 | $14,505 | $99,875-85.5% | $146,866-90.1% | $86,983-83.3% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 18.50% | 28.10%-9.6pp | 102.85%-84.4pp | 25.83%-7.3pp |
| Employer contribution / active EE | $16 | $3,224-99.5% | $4,425-99.6% | $2,584-99.4% |
| Participant deferral / active EE | $4,897 | $6,322-22.5% | $7,759-36.9% | $4,194+16.8% |
| Admin fee / account holder | $1,221 | $7,838-84.4% | $13,620-91.0% | $7,856-84.5% |