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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 | $11,071 | $63,082-82.5% | $81,716-86.5% | $79,852-86.1% |
| Participation rate | 71.9% | 67.5%+4.3pp | 72.0%-0.1pp | 69.6%+2.2pp |
| Annual return | 30.90% | 22.66%+8.2pp | 29.49%+1.4pp | 31.72%-0.8pp |
| Employer contribution / active EE | $33 | $1,795-98.2% | $4,310-99.2% | $2,471-98.7% |
| Participant deferral / active EE | $5,579 | $2,780+100.7% | $7,108-21.5% | $3,740+49.2% |
| Admin fee / account holder | $1,625 | $4,428-63.3% | $5,159-68.5% | $5,306-69.4% |