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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 | $10,747 | $106,524-89.9% | $152,301-92.9% | $87,485-87.7% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.4%-12.1pp | 68.9%+1.4pp |
| Annual return | 34.23% | 26.89%+7.3pp | 80.50%-46.3pp | 26.06%+8.2pp |
| Employer contribution / active EE | $17 | $3,371-99.5% | $4,624-99.6% | $2,596-99.3% |
| Participant deferral / active EE | $3,561 | $6,525-45.4% | $8,004-55.5% | $4,274-16.7% |
| Admin fee / account holder | $650 | $8,287-92.2% | $14,398-95.5% | $7,775-91.6% |