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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 | $14,307 | $49,025-70.8% | $87,502-83.6% | $62,881-77.2% |
| Participation rate | 98.1% | 64.9%+33.2pp | 73.8%+24.2pp | 69.3%+28.8pp |
| Annual return | 8.74% | 10.02%-1.3pp | 12.21%-3.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $231 | $1,372-83.2% | $2,550-90.9% | $2,281-89.9% |
| Participant deferral / active EE | $1,111 | $2,289-51.5% | $3,149-64.7% | $3,203-65.3% |
| Admin fee / account holder | $396 | $4,065-90.3% | $4,221-90.6% | $4,296-90.8% |