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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 | $9,754 | $72,272-86.5% | $101,264-90.4% | $79,858-87.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.88% | 22.30%-11.4pp | 46.48%-35.6pp | 31.72%-20.8pp |
| Employer contribution / active EE | $255 | $2,692-90.5% | $3,660-93.0% | $2,471-89.7% |
| Participant deferral / active EE | $1,724 | $3,282-47.4% | $4,370-60.5% | $3,740-53.9% |
| Admin fee / account holder | $2,813 | $4,401-36.1% | $5,947-52.7% | $5,306-47.0% |