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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 | $12,038 | $106,864-88.7% | $147,318-91.8% | $82,637-85.4% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 20.26% | 27.49%-7.2pp | 70.43%-50.2pp | 53.51%-33.2pp |
| Employer contribution / active EE | $595 | $3,417-82.6% | $4,593-87.1% | $2,552-76.7% |
| Participant deferral / active EE | $3,903 | $6,496-39.9% | $7,906-50.6% | $4,126-5.4% |
| Admin fee / account holder | $1,523 | $8,415-81.9% | $13,708-88.9% | $7,339-79.2% |