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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 | $10,602 | $64,517-83.6% | $81,438-87.0% | $80,874-86.9% |
| Participation rate | 90.6% | 63.9%+26.7pp | 69.5%+21.1pp | 67.6%+22.9pp |
| Annual return | 13.20% | 16.35%-3.2pp | 24.74%-11.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $10 | $1,982-99.5% | $2,460-99.6% | $2,756-99.6% |
| Participant deferral / active EE | $2,575 | $3,096-16.8% | $3,883-33.7% | $4,297-40.1% |
| Admin fee / account holder | $1,386 | $5,677-75.6% | $5,764-76.0% | $6,935-80.0% |