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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 | $18,319 | $93,589-80.4% | $135,942-86.5% | $75,181-75.6% |
| Participation rate | 71.7% | 75.2%-3.5pp | 81.9%-10.2pp | 67.2%+4.5pp |
| Annual return | 17.25% | 30.90%-13.7pp | 68.28%-51.0pp | 160.69%-143.4pp |
| Employer contribution / active EE | $198 | $3,537-94.4% | $4,858-95.9% | $2,671-92.6% |
| Participant deferral / active EE | $2,997 | $6,405-53.2% | $7,759-61.4% | $4,126-27.4% |
| Admin fee / account holder | $8,969 | $6,977+28.5% | $10,764-16.7% | $5,650+58.7% |