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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 | $97,550-94.0% | $120,344-95.1% | $87,485-93.3% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.7%+7.5pp | 68.9%+15.3pp |
| Annual return | 17.70% | 18.41%-0.7pp | 20.30%-2.6pp | 26.06%-8.4pp |
| Employer contribution / active EE | $543 | $2,291-76.3% | $3,020-82.0% | $2,596-79.1% |
| Participant deferral / active EE | $2,342 | $4,230-44.6% | $5,135-54.4% | $4,274-45.2% |
| Admin fee / account holder | $1,790 | $9,543-81.2% | $12,742-85.9% | $7,775-77.0% |