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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 | $29,451 | $86,922-66.1% | $102,438-71.2% | $80,874-63.6% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 13.40% | 18.90%-5.5pp | 29.37%-16.0pp | 35.62%-22.2pp |
| Employer contribution / active EE | $444 | $2,369-81.3% | $3,024-85.3% | $2,756-83.9% |
| Participant deferral / active EE | $2,494 | $4,119-39.4% | $5,054-50.6% | $4,297-42.0% |
| Admin fee / account holder | $4,615 | $8,050-42.7% | $9,448-51.2% | $6,935-33.5% |