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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 | $11,910 | $126,661-90.6% | $113,397-89.5% | $138,895-91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.85% | 25.05%-7.2pp | 23.20%-5.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $219 | $3,456-93.7% | $2,977-92.6% | $4,194-94.8% |
| Participant deferral / active EE | $3,687 | $5,693-35.2% | $5,076-27.4% | $6,396-42.4% |
| Admin fee / account holder | $3,546 | $14,549-75.6% | $11,957-70.3% | $12,562-71.8% |