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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 | $5,862 | $95,453-93.9% | $112,040-94.8% | $82,448-92.9% |
| Participation rate | 84.2% | 72.8%+11.5pp | 76.5%+7.7pp | 68.1%+16.1pp |
| Annual return | 17.70% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $543 | $2,318-76.6% | $2,954-81.6% | $2,551-78.7% |
| Participant deferral / active EE | $2,342 | $4,224-44.6% | $5,098-54.1% | $4,139-43.4% |
| Admin fee / account holder | $1,790 | $9,013-80.1% | $12,098-85.2% | $7,234-75.3% |