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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 | $11,457 | $99,875-88.5% | $146,866-92.2% | $86,983-86.8% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.5%-1.1pp | 69.5%+11.9pp |
| Annual return | 24.71% | 28.10%-3.4pp | 102.85%-78.1pp | 25.83%-1.1pp |
| Employer contribution / active EE | $165 | $3,224-94.9% | $4,425-96.3% | $2,584-93.6% |
| Participant deferral / active EE | $4,807 | $6,322-24.0% | $7,759-38.1% | $4,194+14.6% |
| Admin fee / account holder | $2,076 | $7,838-73.5% | $13,620-84.8% | $7,856-73.6% |