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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 | $14,893 | $94,436-84.2% | $115,599-87.1% | $82,637-82.0% |
| Participation rate | 76.5% | 70.4%+6.0pp | 74.3%+2.2pp | 68.1%+8.4pp |
| Annual return | 14.05% | 18.37%-4.3pp | 111.10%-97.0pp | 53.51%-39.5pp |
| Employer contribution / active EE | $487 | $2,324-79.0% | $2,955-83.5% | $2,552-80.9% |
| Participant deferral / active EE | $2,227 | $3,955-43.7% | $4,889-54.4% | $4,126-46.0% |
| Admin fee / account holder | $2,303 | $10,328-77.7% | $12,841-82.1% | $7,339-68.6% |