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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 | $24,263 | $67,602-64.1% | $82,312-70.5% | $70,126-65.4% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 13.72% | 21.57%-7.8pp | 25.88%-12.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $100 | $1,755-94.3% | $2,428-95.9% | $2,343-95.7% |
| Participant deferral / active EE | $1,891 | $2,987-36.7% | $3,706-49.0% | $3,332-43.3% |
| Admin fee / account holder | $639 | $4,512-85.8% | $5,608-88.6% | $4,645-86.3% |