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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 | $13,199 | $71,197-81.5% | $93,669-85.9% | $80,925-83.7% |
| Participation rate | 70.5% | 60.4%+10.1pp | 68.7%+1.8pp | 67.7%+2.9pp |
| Annual return | 12.84% | 11.27%+1.6pp | 133.59%-120.7pp | 35.65%-22.8pp |
| Employer contribution / active EE | $239 | $1,565-84.7% | $2,424-90.1% | $2,756-91.3% |
| Participant deferral / active EE | $1,606 | $4,036-60.2% | $4,416-63.6% | $4,299-62.6% |
| Admin fee / account holder | $2,017 | $6,959-71.0% | $8,291-75.7% | $6,940-70.9% |