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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 | $31,452 | $108,825-71.1% | $156,181-79.9% | $82,448-61.9% |
| Participation rate | 88.6% | 72.4%+16.3pp | 78.8%+9.8pp | 68.1%+20.6pp |
| Annual return | 15.87% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $62 | $2,870-97.8% | $4,294-98.5% | $2,551-97.6% |
| Participant deferral / active EE | $2,841 | $4,577-37.9% | $6,132-53.7% | $4,139-31.4% |
| Admin fee / account holder | $6,743 | $9,341-27.8% | $14,586-53.8% | $7,234-6.8% |