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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 | $22,407 | $86,949-74.2% | $102,460-78.1% | $80,959-72.3% |
| Participation rate | 80.2% | 72.4%+7.9pp | 76.5%+3.7pp | 67.7%+12.6pp |
| Annual return | 15.67% | 18.89%-3.2pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $29 | $2,370-98.8% | $3,025-99.0% | $2,757-98.9% |
| Participant deferral / active EE | $3,438 | $4,121-16.6% | $5,056-32.0% | $4,300-20.0% |
| Admin fee / account holder | $978 | $8,048-87.8% | $9,460-89.7% | $6,925-85.9% |