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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 | $26,977 | $192,829-86.0% | $142,516-81.1% | $139,487-80.7% |
| Participation rate | 92.9% | 81.4%+11.4pp | 76.8%+16.1pp | 80.3%+12.5pp |
| Annual return | 10.76% | 18.07%-7.3pp | 20.03%-9.3pp | 373.84%-363.1pp |
| Employer contribution / active EE | $644 | $5,808-88.9% | $4,849-86.7% | $4,755-86.5% |
| Participant deferral / active EE | $3,764 | $7,200-47.7% | $6,280-40.1% | $6,713-43.9% |
| Admin fee / account holder | $3,762 | $15,120-75.1% | $10,008-62.4% | $11,407-67.0% |