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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 | $8,783 | $107,733-91.8% | $92,985-90.6% | $154,746-94.3% |
| Participation rate | 88.9% | 74.6%+14.3pp | 69.5%+19.4pp | 80.7%+8.2pp |
| Annual return | 15.44% | 30.39%-15.0pp | 27.99%-12.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $492 | $3,126-84.3% | $2,662-81.5% | $4,379-88.8% |
| Participant deferral / active EE | $2,375 | $5,053-53.0% | $4,377-45.7% | $6,730-64.7% |
| Admin fee / account holder | $941 | $11,369-91.7% | $9,463-90.1% | $14,365-93.4% |