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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 | $13,531 | $83,485-83.8% | $125,180-89.2% | $72,983-81.5% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.5%+16.7pp |
| Annual return | 20.92% | 25.78%-4.9pp | 43.79%-22.9pp | 81.01%-60.1pp |
| Employer contribution / active EE | $270 | $2,346-88.5% | $3,866-93.0% | $2,440-89.0% |
| Participant deferral / active EE | $2,236 | $3,586-37.6% | $4,937-54.7% | $3,608-38.0% |
| Admin fee / account holder | $697 | $5,518-87.4% | $9,703-92.8% | $5,124-86.4% |