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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 | $22,161 | $132,310-83.3% | $105,754-79.0% | $273,972-91.9% |
| Participation rate | 85.0% | 83.2%+1.8pp | 78.9%+6.1pp | 83.0%+2.0pp |
| Annual return | 38.23% | 10.08%+28.1pp | 12.25%+26.0pp | 41.46%-3.2pp |
| Employer contribution / active EE | $993 | $4,867-79.6% | $4,079-75.6% | $4,869-79.6% |
| Participant deferral / active EE | $2,173 | $6,233-65.1% | $5,326-59.2% | $5,287-58.9% |
| Admin fee / account holder | $524 | $12,036-95.6% | $8,309-93.7% | $10,133-94.8% |