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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 | $114,712-87.4% | $173,730-91.7% | $87,485-83.5% |
| Participation rate | 95.3% | 73.0%+22.4pp | 79.6%+15.8pp | 68.9%+26.4pp |
| Annual return | 18.57% | 20.18%-1.6pp | 19.96%-1.4pp | 26.06%-7.5pp |
| Employer contribution / active EE | $159 | $2,904-94.5% | $4,577-96.5% | $2,596-93.9% |
| Participant deferral / active EE | $2,405 | $4,642-48.2% | $6,326-62.0% | $4,274-43.7% |
| Admin fee / account holder | $741 | $10,210-92.7% | $17,523-95.8% | $7,775-90.5% |