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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 | $19,556 | $95,453-79.5% | $112,040-82.5% | $82,448-76.3% |
| Participation rate | 78.4% | 72.8%+5.7pp | 76.5%+1.9pp | 68.1%+10.3pp |
| Annual return | 14.89% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $469 | $2,318-79.8% | $2,954-84.1% | $2,551-81.6% |
| Participant deferral / active EE | $2,149 | $4,224-49.1% | $5,098-57.8% | $4,139-48.1% |
| Admin fee / account holder | $789 | $9,013-91.2% | $12,098-93.5% | $7,234-89.1% |