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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 | $13,543 | $52,836-74.4% | $105,736-87.2% | $64,173-78.9% |
| Participation rate | 78.6% | 66.5%+12.0pp | 76.3%+2.2pp | 69.6%+9.0pp |
| Annual return | 6.97% | 14.30%-7.3pp | 6.27%+0.7pp | 7.63%-0.7pp |
| Employer contribution / active EE | $304 | $1,827-83.4% | $3,268-90.7% | $2,381-87.2% |
| Participant deferral / active EE | $1,136 | $2,545-55.4% | $4,080-72.2% | $3,470-67.3% |
| Admin fee / account holder | $2,729 | $3,959-31.1% | $6,913-60.5% | $4,887-44.2% |