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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 | $9,699 | $93,057-89.6% | $153,500-93.7% | $80,925-88.0% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 12.28% | 19.96%-7.7pp | 15.70%-3.4pp | 35.65%-23.4pp |
| Employer contribution / active EE | $939 | $3,507-73.2% | $5,039-81.4% | $2,756-65.9% |
| Participant deferral / active EE | $1,859 | $5,179-64.1% | $6,756-72.5% | $4,299-56.7% |
| Admin fee / account holder | $1,551 | $8,885-82.5% | $12,736-87.8% | $6,940-77.6% |