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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 | $28,984 | $91,559-68.3% | $133,978-78.4% | $79,856-63.7% |
| Participation rate | 89.2% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.6pp |
| Annual return | 19.44% | 61.85%-42.4pp | 45.10%-25.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $390 | $2,384-83.6% | $3,919-90.1% | $2,471-84.2% |
| Participant deferral / active EE | $2,536 | $3,734-32.1% | $5,047-49.8% | $3,741-32.2% |
| Admin fee / account holder | $306 | $6,321-95.2% | $8,930-96.6% | $5,306-94.2% |