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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 | $28,631 | $177,595-83.9% | $148,496-80.7% | $198,609-85.6% |
| Participation rate | 71.4% | 79.3%-7.8pp | 76.0%-4.6pp | 82.4%-10.9pp |
| Annual return | 16.57% | 9.97%+6.6pp | 12.33%+4.2pp | 202.70%-186.1pp |
| Employer contribution / active EE | $522 | $4,098-87.3% | $3,497-85.1% | $5,055-89.7% |
| Participant deferral / active EE | $3,053 | $5,539-44.9% | $4,808-36.5% | $6,977-56.2% |
| Admin fee / account holder | $938 | $27,010-96.5% | $19,547-95.2% | $19,030-95.1% |