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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 | $18,928 | $67,602-72.0% | $82,312-77.0% | $70,126-73.0% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 17.61% | 21.57%-4.0pp | 25.88%-8.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $310 | $1,755-82.3% | $2,428-87.2% | $2,343-86.7% |
| Participant deferral / active EE | $1,471 | $2,987-50.8% | $3,706-60.3% | $3,332-55.9% |
| Admin fee / account holder | $2,199 | $4,512-51.3% | $5,608-60.8% | $4,645-52.7% |