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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 | $11,961 | $70,002-82.9% | $115,037-89.6% | $52,331-77.1% |
| Participation rate | 78.9% | 72.1%+6.8pp | 81.4%-2.4pp | 68.1%+10.8pp |
| Annual return | 8.37% | 4.04%+4.3pp | 26.14%-17.8pp | 4.54%+3.8pp |
| Employer contribution / active EE | $264 | $2,715-90.3% | $4,608-94.3% | $1,882-86.0% |
| Participant deferral / active EE | $2,294 | $4,920-53.4% | $6,026-61.9% | $3,022-24.1% |
| Admin fee / account holder | $1,062 | $566+87.6% | $8,175-87.0% | $592+79.5% |