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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 | $76,834-90.0% | $108,359-92.9% | $87,485-91.2% |
| Participation rate | 96.0% | 61.7%+34.3pp | 70.1%+25.9pp | 68.9%+27.1pp |
| Annual return | 21.15% | 19.09%+2.1pp | 36.89%-15.7pp | 26.06%-4.9pp |
| Employer contribution / active EE | $259 | $1,556-83.4% | $2,399-89.2% | $2,596-90.0% |
| Participant deferral / active EE | $2,990 | $3,100-3.6% | $4,137-27.7% | $4,274-30.0% |
| Admin fee / account holder | $488 | $6,537-92.5% | $9,741-95.0% | $7,775-93.7% |