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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 | $10,411 | $146,267-92.9% | $197,124-94.7% | $82,448-87.4% |
| Participation rate | 82.1% | 84.0%-2.0pp | 86.7%-4.7pp | 68.1%+14.0pp |
| Annual return | 40.76% | 29.61%+11.1pp | 44.34%-3.6pp | 41.64%-0.9pp |
| Employer contribution / active EE | $2 | $4,723-100.0% | $6,227-100.0% | $2,551-99.9% |
| Participant deferral / active EE | $4,538 | $7,035-35.5% | $9,135-50.3% | $4,139+9.6% |
| Admin fee / account holder | $626 | $14,422-95.7% | $16,298-96.2% | $7,234-91.3% |