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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 | $28,020 | $86,949-67.8% | $102,460-72.7% | $80,959-65.4% |
| Participation rate | 86.0% | 72.4%+13.7pp | 76.5%+9.5pp | 67.7%+18.4pp |
| Annual return | 13.25% | 18.89%-5.6pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $605 | $2,370-74.5% | $3,025-80.0% | $2,757-78.0% |
| Participant deferral / active EE | $2,817 | $4,121-31.7% | $5,056-44.3% | $4,300-34.5% |
| Admin fee / account holder | $516 | $8,048-93.6% | $9,460-94.5% | $6,925-92.5% |