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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 | $11,426 | $93,617-87.8% | $135,982-91.6% | $75,177-84.8% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 20.14% | 30.89%-10.7pp | 68.32%-48.2pp | 160.75%-140.6pp |
| Employer contribution / active EE | $622 | $3,538-82.4% | $4,859-87.2% | $2,671-76.7% |
| Participant deferral / active EE | $2,611 | $6,406-59.2% | $7,760-66.4% | $4,126-36.7% |
| Admin fee / account holder | $414 | $6,980-94.1% | $10,767-96.2% | $5,651-92.7% |