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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 | $12,843 | $82,882-84.5% | $127,803-90.0% | $72,976-82.4% |
| Participation rate | 92.0% | 71.5%+20.5pp | 79.0%+13.0pp | 69.5%+22.5pp |
| Annual return | 17.30% | 32.20%-14.9pp | 26.14%-8.8pp | 81.02%-63.7pp |
| Employer contribution / active EE | $749 | $3,346-77.6% | $4,576-83.6% | $2,440-69.3% |
| Participant deferral / active EE | $2,481 | $4,791-48.2% | $6,023-58.8% | $3,608-31.2% |
| Admin fee / account holder | $3,704 | $6,487-42.9% | $9,399-60.6% | $5,124-27.7% |