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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 | $25,966 | $87,733-70.4% | $106,555-75.6% | $85,847-69.8% |
| Participation rate | 77.8% | 71.9%+5.8pp | 76.1%+1.6pp | 69.3%+8.5pp |
| Annual return | 14.92% | 21.86%-6.9pp | 26.80%-11.9pp | 318.61%-303.7pp |
| Employer contribution / active EE | $397 | $2,073-80.9% | $2,819-85.9% | $2,565-84.5% |
| Participant deferral / active EE | $1,662 | $3,469-52.1% | $4,399-62.2% | $3,952-57.9% |
| Admin fee / account holder | $2,431 | $6,767-64.1% | $7,408-67.2% | $6,261-61.2% |