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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 | $24,204 | $66,319-63.5% | $93,621-74.1% | $65,185-62.9% |
| Participation rate | 88.9% | 74.0%+14.9pp | 75.8%+13.1pp | 70.2%+18.7pp |
| Annual return | 20.46% | 42.59%-22.1pp | 32.76%-12.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $368 | $2,013-81.7% | $2,719-86.5% | $2,177-83.1% |
| Participant deferral / active EE | $2,843 | $3,343-15.0% | $4,070-30.1% | $3,514-19.1% |
| Admin fee / account holder | $5,916 | $6,900-14.3% | $7,890-25.0% | $847+598.3% |