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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 | $21,630 | $91,439-76.3% | $135,974-84.1% | $71,511-69.8% |
| Participation rate | 96.1% | 75.7%+20.4pp | 81.9%+14.2pp | 67.9%+28.2pp |
| Annual return | 26.42% | 29.90%-3.5pp | 68.30%-41.9pp | 28.86%-2.4pp |
| Employer contribution / active EE | $281 | $3,705-92.4% | $4,859-94.2% | $2,589-89.1% |
| Participant deferral / active EE | $4,433 | $7,093-37.5% | $7,760-42.9% | $4,291+3.3% |
| Admin fee / account holder | $4,292 | $1,267+238.9% | $10,767-60.1% | $1,588+170.2% |