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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 | $12,976 | $72,607-82.1% | $90,259-85.6% | $87,485-85.2% |
| Participation rate | 92.7% | 64.8%+27.9pp | 70.7%+21.9pp | 68.9%+23.8pp |
| Annual return | 19.15% | 18.59%+0.6pp | 18.88%+0.3pp | 26.06%-6.9pp |
| Employer contribution / active EE | $63 | $1,919-96.7% | $2,291-97.2% | $2,596-97.6% |
| Participant deferral / active EE | $2,630 | $3,055-13.9% | $3,827-31.3% | $4,274-38.5% |
| Admin fee / account holder | $463 | $5,947-92.2% | $7,267-93.6% | $7,775-94.0% |