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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 | $12,444 | $56,894-78.1% | $84,753-85.3% | $62,881-80.2% |
| Participation rate | 83.6% | 68.5%+15.1pp | 76.6%+7.0pp | 69.3%+14.3pp |
| Annual return | 15.38% | 6.30%+9.1pp | 22.78%-7.4pp | 20.14%-4.8pp |
| Employer contribution / active EE | $248 | $2,400-89.6% | $3,574-93.0% | $2,281-89.1% |
| Participant deferral / active EE | $1,324 | $2,709-51.1% | $3,712-64.3% | $3,203-58.7% |
| Admin fee / account holder | $790 | $3,581-77.9% | $5,333-85.2% | $4,296-81.6% |