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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 | $23,180 | $105,284-78.0% | $150,734-84.6% | $94,015-75.3% |
| Participation rate | 82.5% | 71.7%+10.8pp | 78.4%+4.1pp | 70.8%+11.7pp |
| Annual return | 12.00% | 15.67%-3.7pp | 600.81%-588.8pp | 17.84%-5.8pp |
| Employer contribution / active EE | $318 | $3,599-91.2% | $4,918-93.5% | $2,790-88.6% |
| Participant deferral / active EE | $2,494 | $4,274-41.6% | $5,610-55.5% | $4,249-41.3% |
| Admin fee / account holder | $872 | $9,839-91.1% | $14,905-94.2% | $8,951-90.3% |