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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 | $9,045 | $81,504-88.9% | $102,437-91.2% | $80,959-88.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.61% | 25.60%-14.0pp | 24.95%-13.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $691 | $3,104-77.7% | $3,871-82.2% | $2,757-75.0% |
| Participant deferral / active EE | $1,949 | $3,871-49.7% | $5,060-61.5% | $4,300-54.7% |
| Admin fee / account holder | $1,272 | $6,719-81.1% | $8,388-84.8% | $6,925-81.6% |