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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 | $18,096 | $79,894-77.3% | $135,792-86.7% | $82,637-78.1% |
| Participation rate | 73.2% | 63.0%+10.2pp | 72.6%+0.6pp | 68.1%+5.2pp |
| Annual return | 18.17% | 17.20%+1.0pp | 25.96%-7.8pp | 53.51%-35.3pp |
| Employer contribution / active EE | $100 | $2,165-95.4% | $3,496-97.1% | $2,552-96.1% |
| Participant deferral / active EE | $1,721 | $3,194-46.1% | $4,759-63.8% | $4,126-58.3% |
| Admin fee / account holder | $2,629 | $6,434-59.1% | $12,266-78.6% | $7,339-64.2% |