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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 | $7,709 | $73,787-89.6% | $98,716-92.2% | $82,448-90.6% |
| Participation rate | 96.0% | 61.4%+34.6pp | 69.3%+26.7pp | 68.1%+27.9pp |
| Annual return | 21.15% | 18.57%+2.6pp | 31.81%-10.7pp | 41.64%-20.5pp |
| Employer contribution / active EE | $259 | $1,511-82.9% | $2,279-88.6% | $2,551-89.9% |
| Participant deferral / active EE | $2,990 | $3,081-3.0% | $4,048-26.1% | $4,139-27.8% |
| Admin fee / account holder | $488 | $6,500-92.5% | $8,703-94.4% | $7,234-93.3% |