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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 | $20,617 | $78,707-73.8% | $117,861-82.5% | $70,126-70.6% |
| Participation rate | 73.0% | 73.2%-0.2pp | 79.7%-6.7pp | 69.5%+3.4pp |
| Annual return | 28.61% | 23.30%+5.3pp | 335.11%-306.5pp | 73.15%-44.5pp |
| Employer contribution / active EE | $163 | $2,223-92.7% | $3,786-95.7% | $2,343-93.1% |
| Participant deferral / active EE | $1,544 | $3,297-53.2% | $4,482-65.6% | $3,332-53.7% |
| Admin fee / account holder | $678 | $5,066-86.6% | $8,021-91.5% | $4,645-85.4% |