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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 | $16,829 | $123,793-86.4% | $177,827-90.5% | $79,858-78.9% |
| Participation rate | 80.6% | 84.7%-4.0pp | 87.7%-7.1pp | 69.6%+11.0pp |
| Annual return | 12.18% | 22.82%-10.6pp | 48.32%-36.1pp | 31.72%-19.5pp |
| Employer contribution / active EE | $687 | $4,095-83.2% | $5,918-88.4% | $2,471-72.2% |
| Participant deferral / active EE | $2,818 | $5,956-52.7% | $7,713-63.5% | $3,740-24.6% |
| Admin fee / account holder | $525 | $7,243-92.8% | $12,429-95.8% | $5,306-90.1% |