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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 | $17,559 | $60,349-70.9% | $74,184-76.3% | $62,881-72.1% |
| Participation rate | 75.3% | 72.7%+2.6pp | 76.6%-1.3pp | 69.3%+6.0pp |
| Annual return | 6.68% | 21.38%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $327 | $1,680-80.5% | $2,370-86.2% | $2,281-85.6% |
| Participant deferral / active EE | $1,850 | $2,856-35.2% | $3,550-47.9% | $3,203-42.2% |
| Admin fee / account holder | $3,489 | $4,261-18.1% | $5,586-37.5% | $4,296-18.8% |