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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 | $25,464 | $78,423-67.5% | $95,964-73.5% | $79,856-68.1% |
| Participation rate | 89.2% | 73.5%+15.7pp | 77.1%+12.1pp | 69.6%+19.5pp |
| Annual return | 10.62% | 19.37%-8.8pp | 91.64%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $381 | $1,945-80.4% | $2,541-85.0% | $2,471-84.6% |
| Participant deferral / active EE | $1,952 | $3,440-43.3% | $4,167-53.1% | $3,741-47.8% |
| Admin fee / account holder | $4,943 | $5,622-12.1% | $6,797-27.3% | $5,306-6.9% |