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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 | $28,739 | $95,453-69.9% | $112,040-74.3% | $82,448-65.1% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.5%+0.2pp | 68.1%+8.6pp |
| Annual return | 19.20% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $603 | $2,318-74.0% | $2,954-79.6% | $2,551-76.3% |
| Participant deferral / active EE | $2,483 | $4,224-41.2% | $5,098-51.3% | $4,139-40.0% |
| Admin fee / account holder | $646 | $9,013-92.8% | $12,098-94.7% | $7,234-91.1% |