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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 | $17,780 | $71,208-75.0% | $93,681-81.0% | $80,911-78.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 20.33% | 11.27%+9.1pp | 133.47%-113.1pp | 35.63%-15.3pp |
| Employer contribution / active EE | $315 | $1,564-79.9% | $2,422-87.0% | $2,756-88.6% |
| Participant deferral / active EE | $2,152 | $4,035-46.7% | $4,415-51.3% | $4,297-49.9% |
| Admin fee / account holder | $1,551 | $6,951-77.7% | $8,290-81.3% | $6,935-77.6% |