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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 | $13,690 | $76,551-82.1% | $123,894-89.0% | $62,881-78.2% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 8.48% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $380 | $2,882-86.8% | $4,617-91.8% | $2,281-83.4% |
| Participant deferral / active EE | $2,855 | $4,840-41.0% | $5,984-52.3% | $3,203-10.8% |
| Admin fee / account holder | $503 | $4,826-89.6% | $8,357-94.0% | $4,296-88.3% |