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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 | $97,550-80.0% | $120,344-83.7% | $87,485-77.6% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.7%+1.7pp | 68.9%+9.5pp |
| Annual return | 14.89% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.2pp |
| Employer contribution / active EE | $469 | $2,291-79.5% | $3,020-84.5% | $2,596-81.9% |
| Participant deferral / active EE | $2,149 | $4,230-49.2% | $5,135-58.1% | $4,274-49.7% |
| Admin fee / account holder | $789 | $9,543-91.7% | $12,742-93.8% | $7,775-89.9% |