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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 | $8,583 | $89,652-90.4% | $141,191-93.9% | $65,185-86.8% |
| Participation rate | 83.1% | 74.7%+8.4pp | 82.5%+0.6pp | 70.2%+12.9pp |
| Annual return | 27.72% | 32.79%-5.1pp | 71.41%-43.7pp | 29.38%-1.7pp |
| Employer contribution / active EE | $713 | $3,065-76.7% | $4,736-84.9% | $2,177-67.2% |
| Participant deferral / active EE | $2,723 | $5,691-52.2% | $6,710-59.4% | $3,514-22.5% |
| Admin fee / account holder | $960 | $569+68.8% | $10,264-90.7% | $847+13.3% |