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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 | $13,788 | $106,524-87.1% | $152,301-90.9% | $87,485-84.2% |
| Participation rate | 91.1% | 75.8%+15.4pp | 82.4%+8.7pp | 68.9%+22.2pp |
| Annual return | 15.01% | 26.89%-11.9pp | 80.50%-65.5pp | 26.06%-11.1pp |
| Employer contribution / active EE | $386 | $3,371-88.5% | $4,624-91.6% | $2,596-85.1% |
| Participant deferral / active EE | $4,298 | $6,525-34.1% | $8,004-46.3% | $4,274+0.6% |
| Admin fee / account holder | $4,104 | $8,287-50.5% | $14,398-71.5% | $7,775-47.2% |