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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 | $15,349 | $73,981-79.3% | $105,754-85.5% | $62,881-75.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 6.02% | 17.60%-11.6pp | 12.25%-6.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $150 | $2,856-94.8% | $4,079-96.3% | $2,281-93.4% |
| Participant deferral / active EE | $1,892 | $4,038-53.1% | $5,326-64.5% | $3,203-40.9% |
| Admin fee / account holder | $1,433 | $5,976-76.0% | $8,309-82.8% | $4,296-66.6% |