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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 | $10,256 | $74,535-86.2% | $100,712-89.8% | $82,637-87.6% |
| Participation rate | 94.0% | 61.2%+32.9pp | 69.3%+24.8pp | 68.1%+26.0pp |
| Annual return | 14.45% | 18.92%-4.5pp | 33.27%-18.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $255 | $1,503-83.0% | $2,313-89.0% | $2,552-90.0% |
| Participant deferral / active EE | $1,594 | $3,074-48.2% | $4,085-61.0% | $4,126-61.4% |
| Admin fee / account holder | $587 | $6,576-91.1% | $9,256-93.7% | $7,339-92.0% |