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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 | $11,647 | $91,559-87.3% | $133,978-91.3% | $79,856-85.4% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 11.60% | 61.85%-50.3pp | 45.10%-33.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $503 | $2,384-78.9% | $3,919-87.2% | $2,471-79.6% |
| Participant deferral / active EE | $2,329 | $3,734-37.6% | $5,047-53.9% | $3,741-37.7% |
| Admin fee / account holder | $383 | $6,321-93.9% | $8,930-95.7% | $5,306-92.8% |