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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 | $15,193 | $71,106-78.6% | $121,871-87.5% | $69,733-78.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 73.2%+26.8pp | 62.5%+37.5pp |
| Annual return | 11.68% | 15.43%-3.8pp | 13.57%-1.9pp | 15.22%-3.5pp |
| Employer contribution / active EE | $450 | $2,556-82.4% | $2,731-83.5% | $2,250-80.0% |
| Participant deferral / active EE | $0 | $2,765-100.0% | $4,318-100.0% | $3,054-100.0% |
| Admin fee / account holder | $660 | $2,128-69.0% | $11,551-94.3% | $3,102-78.7% |