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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 | $14,931 | $67,602-77.9% | $82,312-81.9% | $70,126-78.7% |
| Participation rate | 72.2% | 72.8%-0.5pp | 76.9%-4.7pp | 69.5%+2.7pp |
| Annual return | 12.36% | 21.57%-9.2pp | 25.88%-13.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $61 | $1,755-96.6% | $2,428-97.5% | $2,343-97.4% |
| Participant deferral / active EE | $2,061 | $2,987-31.0% | $3,706-44.4% | $3,332-38.1% |
| Admin fee / account holder | $697 | $4,512-84.5% | $5,608-87.6% | $4,645-85.0% |