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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 | $89,515-83.0% | $103,065-85.2% | $80,959-81.2% |
| Participation rate | 97.6% | 76.0%+21.6pp | 80.6%+17.1pp | 67.7%+30.0pp |
| Annual return | 14.65% | 22.82%-8.2pp | 23.95%-9.3pp | 35.67%-21.0pp |
| Employer contribution / active EE | $521 | $4,015-87.0% | $4,675-88.9% | $2,757-81.1% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,625-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,787 | $6,527+4.0% | $9,349-27.4% | $6,925-2.0% |