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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 | $29,175 | $101,798-71.3% | $165,071-82.3% | $80,935-64.0% |
| Participation rate | 70.6% | 71.8%-1.2pp | 78.6%-8.0pp | 67.7%+2.9pp |
| Annual return | 15.19% | 16.73%-1.5pp | 70.17%-55.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $563 | $2,954-80.9% | $4,347-87.0% | $2,757-79.6% |
| Participant deferral / active EE | $4,011 | $4,476-10.4% | $6,035-33.5% | $4,299-6.7% |
| Admin fee / account holder | $786 | $8,221-90.4% | $12,695-93.8% | $6,924-88.6% |