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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 | $9,172 | $106,524-91.4% | $152,301-94.0% | $87,485-89.5% |
| Participation rate | 77.4% | 75.8%+1.7pp | 82.4%-5.0pp | 68.9%+8.5pp |
| Annual return | 19.69% | 26.89%-7.2pp | 80.50%-60.8pp | 26.06%-6.4pp |
| Employer contribution / active EE | $132 | $3,371-96.1% | $4,624-97.1% | $2,596-94.9% |
| Participant deferral / active EE | $3,061 | $6,525-53.1% | $8,004-61.7% | $4,274-28.4% |
| Admin fee / account holder | $762 | $8,287-90.8% | $14,398-94.7% | $7,775-90.2% |