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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 | $26,499 | $95,453-72.2% | $112,040-76.3% | $82,448-67.9% |
| Participation rate | 76.1% | 72.8%+3.3pp | 76.5%-0.4pp | 68.1%+8.0pp |
| Annual return | 14.31% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $164 | $2,318-92.9% | $2,954-94.4% | $2,551-93.6% |
| Participant deferral / active EE | $2,378 | $4,224-43.7% | $5,098-53.4% | $4,139-42.6% |
| Admin fee / account holder | $2,168 | $9,013-75.9% | $12,098-82.1% | $7,234-70.0% |