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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 | $10,320 | $97,648-89.4% | $121,663-91.5% | $87,485-88.2% |
| Participation rate | 78.4% | 70.5%+7.9pp | 74.5%+3.9pp | 68.9%+9.4pp |
| Annual return | 15.57% | 18.03%-2.5pp | 147.54%-132.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $433 | $2,300-81.2% | $3,020-85.7% | $2,596-83.3% |
| Participant deferral / active EE | $1,770 | $3,923-54.9% | $4,887-63.8% | $4,274-58.6% |
| Admin fee / account holder | $1,417 | $11,100-87.2% | $14,289-90.1% | $7,775-81.8% |