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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 | $26,232 | $97,550-73.1% | $120,344-78.2% | $87,485-70.0% |
| Participation rate | 82.2% | 72.8%+9.4pp | 76.7%+5.5pp | 68.9%+13.3pp |
| Annual return | 15.24% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.8pp |
| Employer contribution / active EE | $189 | $2,291-91.8% | $3,020-93.8% | $2,596-92.7% |
| Participant deferral / active EE | $2,126 | $4,230-49.7% | $5,135-58.6% | $4,274-50.3% |
| Admin fee / account holder | $5,315 | $9,543-44.3% | $12,742-58.3% | $7,775-31.6% |