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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 | $26,593 | $86,938-69.4% | $102,423-74.0% | $80,925-67.1% |
| Participation rate | 73.9% | 72.4%+1.5pp | 76.5%-2.6pp | 67.7%+6.3pp |
| Annual return | 16.71% | 18.89%-2.2pp | 29.42%-12.7pp | 35.65%-18.9pp |
| Employer contribution / active EE | $682 | $2,369-71.2% | $3,023-77.4% | $2,756-75.3% |
| Participant deferral / active EE | $2,899 | $4,120-29.6% | $5,054-42.6% | $4,299-32.6% |
| Admin fee / account holder | $7,301 | $8,053-9.3% | $9,455-22.8% | $6,940+5.2% |