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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 | $25,550 | $83,485-69.4% | $125,192-79.6% | $72,975-65.0% |
| Participation rate | 84.8% | 73.3%+11.5pp | 79.8%+5.1pp | 69.5%+15.4pp |
| Annual return | 23.25% | 25.77%-2.5pp | 43.79%-20.5pp | 81.01%-57.8pp |
| Employer contribution / active EE | $465 | $2,346-80.2% | $3,866-88.0% | $2,440-80.9% |
| Participant deferral / active EE | $1,832 | $3,586-48.9% | $4,937-62.9% | $3,608-49.2% |
| Admin fee / account holder | $948 | $5,518-82.8% | $9,704-90.2% | $5,124-81.5% |