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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 | $100,194-80.5% | $122,979-84.1% | $86,983-77.5% |
| Participation rate | 78.4% | 73.0%+5.4pp | 77.2%+1.2pp | 69.5%+8.9pp |
| Annual return | 14.89% | 16.47%-1.6pp | 20.12%-5.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $469 | $2,326-79.8% | $3,062-84.7% | $2,584-81.9% |
| Participant deferral / active EE | $2,149 | $4,133-48.0% | $5,003-57.0% | $4,194-48.8% |
| Admin fee / account holder | $789 | $10,148-92.2% | $12,864-93.9% | $7,856-90.0% |