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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 | $28,096 | $87,106-67.7% | $105,607-73.4% | $80,935-65.3% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.1pp | 67.7%+15.7pp |
| Annual return | 15.55% | 17.01%-1.5pp | 116.11%-100.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $328 | $2,396-86.3% | $3,167-89.6% | $2,757-88.1% |
| Participant deferral / active EE | $2,697 | $3,986-32.3% | $5,011-46.2% | $4,299-37.3% |
| Admin fee / account holder | $3,600 | $8,447-57.4% | $10,958-67.1% | $6,924-48.0% |