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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 | $19,986 | $72,492-72.4% | $87,104-77.1% | $72,975-72.6% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 21.24% | 24.46%-3.2pp | 28.19%-6.9pp | 81.01%-59.8pp |
| Employer contribution / active EE | $355 | $1,894-81.3% | $2,521-85.9% | $2,440-85.5% |
| Participant deferral / active EE | $1,920 | $3,270-41.3% | $4,048-52.6% | $3,608-46.8% |
| Admin fee / account holder | $1,603 | $5,055-68.3% | $7,491-78.6% | $5,124-68.7% |