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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 | $10,182 | $91,424-88.9% | $135,942-92.5% | $71,495-85.8% |
| Participation rate | 74.4% | 75.7%-1.3pp | 81.9%-7.5pp | 67.9%+6.4pp |
| Annual return | 28.43% | 29.90%-1.5pp | 68.28%-39.8pp | 28.85%-0.4pp |
| Employer contribution / active EE | $707 | $3,704-80.9% | $4,858-85.4% | $2,589-72.7% |
| Participant deferral / active EE | $3,256 | $7,092-54.1% | $7,759-58.0% | $4,291-24.1% |
| Admin fee / account holder | $3,767 | $1,266+197.5% | $10,764-65.0% | $1,588+137.3% |