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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 | $27,567 | $145,431-81.0% | $211,142-86.9% | $87,485-68.5% |
| Participation rate | 92.2% | 84.7%+7.4pp | 87.3%+4.9pp | 68.9%+23.3pp |
| Annual return | 26.65% | 27.21%-0.6pp | 46.84%-20.2pp | 26.06%+0.6pp |
| Employer contribution / active EE | $11 | $4,662-99.8% | $6,442-99.8% | $2,596-99.6% |
| Participant deferral / active EE | $8,894 | $6,859+29.7% | $9,284-4.2% | $4,274+108.1% |
| Admin fee / account holder | $1,314 | $17,052-92.3% | $19,076-93.1% | $7,775-83.1% |