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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 | $10,634 | $76,551-86.1% | $123,894-91.4% | $62,881-83.1% |
| Participation rate | 92.3% | 73.0%+19.3pp | 81.4%+10.9pp | 69.3%+23.0pp |
| Annual return | 13.74% | 18.68%-4.9pp | 47.52%-33.8pp | 20.14%-6.4pp |
| Employer contribution / active EE | $269 | $2,882-90.7% | $4,617-94.2% | $2,281-88.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $575 | $4,826-88.1% | $8,357-93.1% | $4,296-86.6% |