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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 | $22,565 | $69,977-67.8% | $108,582-79.2% | $62,881-64.1% |
| Participation rate | 88.5% | 72.9%+15.6pp | 79.6%+9.0pp | 69.3%+19.2pp |
| Annual return | 8.42% | 10.73%-2.3pp | -51.70%+60.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $298 | $2,135-86.0% | $3,758-92.1% | $2,281-86.9% |
| Participant deferral / active EE | $2,978 | $3,165-5.9% | $4,311-30.9% | $3,203-7.0% |
| Admin fee / account holder | $711 | $5,076-86.0% | $7,645-90.7% | $4,296-83.5% |