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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 | $12,696 | $72,273-82.4% | $101,275-87.5% | $79,856-84.1% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 12.92% | 22.30%-9.4pp | 46.48%-33.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $420 | $2,691-84.4% | $3,660-88.5% | $2,471-83.0% |
| Participant deferral / active EE | $1,764 | $3,282-46.2% | $4,371-59.6% | $3,741-52.8% |
| Admin fee / account holder | $1,543 | $4,401-65.0% | $5,948-74.1% | $5,306-70.9% |