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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 | $106,864-89.3% | $147,318-92.2% | $82,637-86.1% |
| Participation rate | 81.4% | 75.5%+5.9pp | 82.1%-0.7pp | 68.1%+13.3pp |
| Annual return | 24.71% | 27.49%-2.8pp | 70.43%-45.7pp | 53.51%-28.8pp |
| Employer contribution / active EE | $165 | $3,417-95.2% | $4,593-96.4% | $2,552-93.5% |
| Participant deferral / active EE | $4,807 | $6,496-26.0% | $7,906-39.2% | $4,126+16.5% |
| Admin fee / account holder | $2,076 | $8,415-75.3% | $13,708-84.9% | $7,339-71.7% |