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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 | $95,404-72.5% | $113,397-76.9% | $82,637-68.3% |
| Participation rate | 82.2% | 72.8%+9.4pp | 76.5%+5.7pp | 68.1%+14.2pp |
| Annual return | 15.24% | 19.08%-3.8pp | 23.20%-8.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $189 | $2,307-91.8% | $2,977-93.7% | $2,552-92.6% |
| Participant deferral / active EE | $2,126 | $4,220-49.6% | $5,076-58.1% | $4,126-48.5% |
| Admin fee / account holder | $5,315 | $9,168-42.0% | $11,957-55.6% | $7,339-27.6% |