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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 | $15,205 | $89,532-83.0% | $103,447-85.3% | $80,925-81.2% |
| Participation rate | 97.6% | 76.0%+21.6pp | 80.5%+17.1pp | 67.7%+30.0pp |
| Annual return | 14.65% | 22.80%-8.1pp | 23.92%-9.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $521 | $4,023-87.1% | $4,678-88.9% | $2,756-81.1% |
| Participant deferral / active EE | $0 | $5,459-100.0% | $6,624-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,787 | $6,774+0.2% | $9,415-27.9% | $6,940-2.2% |