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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 | $13,025 | $72,486-82.0% | $87,103-85.0% | $72,976-82.2% |
| Participation rate | 78.1% | 72.8%+5.3pp | 76.9%+1.3pp | 69.5%+8.6pp |
| Annual return | 18.34% | 24.46%-6.1pp | 28.19%-9.9pp | 81.02%-62.7pp |
| Employer contribution / active EE | $366 | $1,894-80.7% | $2,521-85.5% | $2,440-85.0% |
| Participant deferral / active EE | $1,501 | $3,270-54.1% | $4,049-62.9% | $3,608-58.4% |
| Admin fee / account holder | $643 | $5,055-87.3% | $7,491-91.4% | $5,124-87.4% |