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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 | $8,437 | $71,215-88.2% | $93,696-91.0% | $80,935-89.6% |
| Participation rate | 73.9% | 60.4%+13.5pp | 68.7%+5.1pp | 67.7%+6.2pp |
| Annual return | 25.53% | 11.27%+14.3pp | 133.74%-108.2pp | 35.66%-10.1pp |
| Employer contribution / active EE | $214 | $1,565-86.3% | $2,422-91.2% | $2,757-92.2% |
| Participant deferral / active EE | $1,269 | $4,037-68.6% | $4,417-71.3% | $4,299-70.5% |
| Admin fee / account holder | $801 | $6,958-88.5% | $8,287-90.3% | $6,924-88.4% |