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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 | $17,408 | $71,197-75.5% | $93,669-81.4% | $80,925-78.5% |
| Participation rate | 90.3% | 60.4%+29.9pp | 68.7%+21.6pp | 67.7%+22.7pp |
| Annual return | 10.02% | 11.27%-1.3pp | 133.59%-123.6pp | 35.65%-25.6pp |
| Employer contribution / active EE | $212 | $1,565-86.4% | $2,424-91.2% | $2,756-92.3% |
| Participant deferral / active EE | $1,350 | $4,036-66.5% | $4,416-69.4% | $4,299-68.6% |
| Admin fee / account holder | $365 | $6,959-94.8% | $8,291-95.6% | $6,940-94.7% |