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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 | $14,399 | $108,825-86.8% | $156,181-90.8% | $82,448-82.5% |
| Participation rate | 95.3% | 72.4%+23.0pp | 78.8%+16.5pp | 68.1%+27.3pp |
| Annual return | 18.57% | 20.59%-2.0pp | 64.87%-46.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $159 | $2,870-94.5% | $4,294-96.3% | $2,551-93.8% |
| Participant deferral / active EE | $2,405 | $4,577-47.5% | $6,132-60.8% | $4,139-41.9% |
| Admin fee / account holder | $741 | $9,341-92.1% | $14,586-94.9% | $7,234-89.8% |