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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 | $8,261 | $87,106-90.5% | $105,607-92.2% | $80,935-89.8% |
| Participation rate | 71.4% | 70.4%+1.0pp | 75.3%-3.8pp | 67.7%+3.8pp |
| Annual return | 10.84% | 17.01%-6.2pp | 116.11%-105.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $570 | $2,396-76.2% | $3,167-82.0% | $2,757-79.3% |
| Participant deferral / active EE | $2,667 | $3,986-33.1% | $5,011-46.8% | $4,299-38.0% |
| Admin fee / account holder | $326 | $8,447-96.1% | $10,958-97.0% | $6,924-95.3% |