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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 | $10,257 | $81,446-87.4% | $103,374-90.1% | $80,874-87.3% |
| Participation rate | 87.9% | 66.9%+21.1pp | 74.5%+13.4pp | 67.6%+20.3pp |
| Annual return | 15.16% | 25.57%-10.4pp | 24.89%-9.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $404 | $3,107-87.0% | $3,869-89.6% | $2,756-85.3% |
| Participant deferral / active EE | $2,409 | $3,870-37.7% | $5,058-52.4% | $4,297-43.9% |
| Admin fee / account holder | $1,095 | $6,715-83.7% | $8,394-87.0% | $6,935-84.2% |